Highland Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,098
| Closed | -$282K | – | 57 |
|
|
2024
Q4 | $282K | Buy |
+2,098
| New | +$282K | 0.1% | 42 |
|
|
2023
Q2 | – | Sell |
-9,320
| Closed | -$259K | – | 46 |
|
|
2023
Q1 | $259K | Sell |
9,320
-8,000
| -46% | -$222K | 0.14% | 41 |
|
|
2022
Q4 | $253K | Hold |
17,320
| – | – | 0.15% | 42 |
|
|
2022
Q3 | $210K | Hold |
17,320
| – | – | 0.15% | 54 |
|
|
2022
Q2 | $263K | Buy |
+17,320
| New | +$263K | 0.18% | 45 |
|