Heritage Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.1M | Sell |
28,624
-5,972
| -17% | -$647K | 4.73% | 5 |
|
|
2024
Q4 | $4.65M | Buy |
34,596
+896
| +3% | +$120K | 5.83% | 3 |
|
|
2024
Q3 | $4.09M | Sell |
33,700
-622
| -2% | -$75.5K | 4.81% | 5 |
|
|
2024
Q2 | $4.24M | Buy |
34,322
+11,872
| +53% | +$1.47M | 6.14% | 4 |
|
|
2024
Q1 | $1.11M | Hold |
22,450
| – | – | 2.27% | 14 |
|
|
2023
Q4 | $1.11M | Sell |
22,450
-1,020
| -4% | -$50.5K | 2.27% | 14 |
|
|
2023
Q3 | $1.02M | Buy |
23,470
+2,540
| +12% | +$110K | 2.18% | 15 |
|
|
2023
Q2 | $885K | Buy |
+20,930
| New | +$885K | 0.52% | 41 |
|
|
2023
Q1 | – | Sell |
-14,440
| Closed | -$227K | – | 48 |
|
|
2022
Q4 | $227K | Buy |
+14,440
| New | +$227K | 0.21% | 41 |
|