Holos Integrated Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$771K Sell
4,218
-690
-14% -$126K 0.46% 31
2025
Q1
$532K Sell
4,908
-2,000
-29% -$217K 0.35% 42
2024
Q4
$928K Buy
+6,908
New +$928K 0.63% 25