Holistic Financial Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
36,264
-263
| -0.7% | -$41.6K | 2.51% | 9 |
|
|
2025
Q1 | $3.96M | Buy |
36,527
+632
| +2% | +$68.5K | 1.91% | 11 |
|
|
2024
Q4 | $4.82M | Buy |
35,895
+87
| +0.2% | +$11.7K | 2.39% | 10 |
|
|
2024
Q3 | $4.35M | Buy |
35,808
+119
| +0.3% | +$14.5K | 2.09% | 10 |
|
|
2024
Q2 | $4.41M | Buy |
35,689
+199
| +0.6% | +$24.6K | 2.21% | 10 |
|
|
2024
Q1 | $3.21M | Buy |
35,490
+2,220
| +7% | +$201K | 1.63% | 12 |
|
|
2023
Q4 | $1.65M | Buy |
33,270
+580
| +2% | +$28.7K | 0.99% | 20 |
|
|
2023
Q3 | $1.42M | Sell |
32,690
-220
| -0.7% | -$9.57K | 0.94% | 21 |
|
|
2023
Q2 | $1.39M | Sell |
32,910
-60
| -0.2% | -$2.54K | 0.97% | 20 |
|
|
2023
Q1 | $916K | Sell |
32,970
-10
| -0% | -$278 | 0.72% | 23 |
|
|
2022
Q4 | $482K | Sell |
32,980
-2,330
| -7% | -$34.1K | 0.43% | 38 |
|
|
2022
Q3 | $429K | Sell |
35,310
-770
| -2% | -$9.36K | 0.42% | 36 |
|
|
2022
Q2 | $547K | Buy |
36,080
+2,010
| +6% | +$30.5K | 0.52% | 26 |
|
|
2022
Q1 | $930K | Buy |
34,070
+8,380
| +33% | +$229K | 0.59% | 26 |
|
|
2021
Q4 | $756K | Sell |
25,690
-3,190
| -11% | -$93.9K | 0.44% | 33 |
|
|
2021
Q3 | $598K | Sell |
28,880
-3,120
| -10% | -$64.6K | 0.37% | 37 |
|
|
2021
Q2 | $640K | Sell |
32,000
-3,360
| -10% | -$67.2K | 0.38% | 39 |
|
|
2021
Q1 | $472K | Sell |
35,360
-2,960
| -8% | -$39.5K | 0.31% | 45 |
|
|
2020
Q4 | $500K | Buy |
38,320
+4,200
| +12% | +$54.8K | 0.35% | 41 |
|
|
2020
Q3 | $462K | Buy |
34,120
+7,720
| +29% | +$105K | 0.37% | 39 |
|
|
2020
Q2 | $251K | Sell |
26,400
-4,080
| -13% | -$38.8K | 0.22% | 62 |
|
|
2020
Q1 | $201K | Sell |
30,480
-6,960
| -19% | -$45.9K | 0.21% | 64 |
|
|
2019
Q4 | $220K | Buy |
+37,440
| New | +$220K | 0.13% | 101 |
|
|
2018
Q2 | – | Sell |
-13,120
| Closed | -$76K | – | 262 |
|
|
2018
Q1 | $76K | Hold |
13,120
| – | – | 0.06% | 138 |
|
|
2017
Q4 | $63K | Buy |
+13,120
| New | +$63K | 0.05% | 165 |
|