HighMark Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
13,086
-124
| -0.9% | -$19.6K | 1.01% | 15 |
|
|
2025
Q1 | $1.43M | Sell |
13,210
-4,078
| -24% | -$442K | 0.85% | 16 |
|
|
2024
Q4 | $2.32M | Buy |
17,288
+45
| +0.3% | +$6.04K | 1.33% | 13 |
|
|
2024
Q3 | $2.09M | Buy |
17,243
+6,467
| +60% | +$785K | 1.15% | 12 |
|
|
2024
Q2 | $1.33M | Buy |
10,776
+766
| +8% | +$94.2K | 0.8% | 15 |
|
|
2024
Q1 | $923K | Buy |
10,010
+430
| +4% | +$39.6K | 0.57% | 20 |
|
|
2023
Q4 | $475K | Sell |
9,580
-250
| -3% | -$12.4K | 0.35% | 32 |
|
|
2023
Q3 | $428K | Buy |
9,830
+30
| +0.3% | +$1.31K | 0.35% | 28 |
|
|
2023
Q2 | $414K | Sell |
9,800
-6,590
| -40% | -$279K | 0.31% | 34 |
|
|
2023
Q1 | $455K | Buy |
16,390
+5,910
| +56% | +$164K | 0.36% | 32 |
|
|
2022
Q4 | $153K | Sell |
10,480
-10
| -0.1% | -$146 | 0.12% | 60 |
|
|
2022
Q3 | $127K | Buy |
10,490
+2,650
| +34% | +$32.1K | 0.11% | 61 |
|
|
2022
Q2 | $119K | Buy |
7,840
+250
| +3% | +$3.8K | 0.1% | 63 |
|
|
2022
Q1 | $207K | Buy |
7,590
+20
| +0.3% | +$545 | 0.14% | 54 |
|
|
2021
Q4 | $223K | Buy |
7,570
+90
| +1% | +$2.65K | 0.14% | 53 |
|
|
2021
Q3 | $155K | Buy |
7,480
+1,480
| +25% | +$30.7K | 0.11% | 57 |
|
|
2021
Q2 | $120K | Sell |
6,000
-40
| -0.7% | -$800 | 0.09% | 68 |
|
|
2021
Q1 | $80K | Sell |
6,040
-240
| -4% | -$3.18K | 0.06% | 82 |
|
|
2020
Q4 | $82K | Buy |
6,280
+800
| +15% | +$10.4K | 0.07% | 74 |
|
|
2020
Q3 | $74K | Buy |
5,480
+120
| +2% | +$1.62K | 0.07% | 83 |
|
|
2020
Q2 | $51K | Sell |
5,360
-80
| -1% | -$761 | 0.06% | 80 |
|
|
2020
Q1 | $35K | Sell |
5,440
-2,440
| -31% | -$15.7K | 0.04% | 83 |
|
|
2019
Q4 | $46K | Buy |
+7,880
| New | +$46K | 0.05% | 84 |
|