Herold Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.6M | Sell |
92,374
-22,072
| -19% | -$3.49M | 3.06% | 4 |
|
2025
Q1 | $12.4M | Sell |
114,446
-5,420
| -5% | -$587K | 2.72% | 4 |
|
2024
Q4 | $16.1M | Sell |
119,866
-1,003
| -0.8% | -$135K | 3.51% | 2 |
|
2024
Q3 | $14.7M | Buy |
120,869
+594
| +0.5% | +$72.1K | 3.19% | 4 |
|
2024
Q2 | $14.9M | Sell |
120,275
-5,035
| -4% | -$622K | 3.44% | 3 |
|
2024
Q1 | $11.3M | Sell |
125,310
-6,280
| -5% | -$567K | 2.74% | 4 |
|
2023
Q4 | $6.52M | Hold |
131,590
| – | – | 1.8% | 6 |
|
2023
Q3 | $5.72M | Sell |
131,590
-24,360
| -16% | -$1.06M | 1.74% | 8 |
|
2023
Q2 | $6.6M | Sell |
155,950
-3,700
| -2% | -$157K | 2.02% | 7 |
|
2023
Q1 | $4.43M | Sell |
159,650
-1,090
| -0.7% | -$30.3K | 1.53% | 9 |
|
2022
Q4 | $2.35M | Buy |
160,740
+10,500
| +7% | +$153K | 0.99% | 22 |
|
2022
Q3 | $1.82M | Buy |
150,240
+530
| +0.4% | +$6.43K | 0.88% | 34 |
|
2022
Q2 | $2.27M | Buy |
149,710
+180
| +0.1% | +$2.73K | 1.01% | 27 |
|
2022
Q1 | $4.08M | Buy |
149,530
+20,450
| +16% | +$558K | 1.45% | 8 |
|
2021
Q4 | $3.8M | Buy |
129,080
+6,000
| +5% | +$176K | 1.47% | 10 |
|
2021
Q3 | $2.55M | Buy |
+123,080
| New | +$2.55M | 0.99% | 17 |
|