Heritage Wealth Management (California)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
11,372
-253
| -2% | -$40K | 1.2% | 24 |
|
|
2025
Q1 | $1.26M | Buy |
11,625
+2,578
| +28% | +$279K | 0.95% | 28 |
|
|
2024
Q4 | $1.21M | Sell |
9,047
-16
| -0.2% | -$2.15K | 0.87% | 28 |
|
|
2024
Q3 | $1.1M | Sell |
9,063
-8
| -0.1% | -$972 | 0.78% | 29 |
|
|
2024
Q2 | $1.12M | Sell |
9,071
-199
| -2% | -$24.6K | 0.82% | 22 |
|
|
2024
Q1 | $838K | Sell |
9,270
-360
| -4% | -$32.5K | 0.63% | 32 |
|
|
2023
Q4 | $477K | Buy |
+9,630
| New | +$477K | 0.38% | 41 |
|