IAG Wealth 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 | $792K | Hold |
5,015
| – | – | 0.1% | 71 |
|
2025
Q1 | $544K | Buy |
5,015
+325
| +7% | +$35.2K | 0.08% | 74 |
|
2024
Q4 | $630K | Buy |
4,690
+590
| +14% | +$79.2K | 0.11% | 65 |
|
2024
Q3 | $498K | Hold |
4,100
| – | – | 0.09% | 65 |
|
2024
Q2 | $507K | Buy |
4,100
+860
| +27% | +$106K | 0.1% | 62 |
|
2024
Q1 | $293K | Sell |
3,240
-1,060
| -25% | -$95.8K | 0.06% | 75 |
|
2023
Q4 | $213K | Buy |
4,300
+180
| +4% | +$8.91K | 0.05% | 81 |
|
2023
Q3 | $179K | Sell |
4,120
-640
| -13% | -$27.8K | 0.05% | 81 |
|
2023
Q2 | $201K | Buy |
4,760
+4,360
| +1,090% | +$184K | 0.05% | 83 |
|
2023
Q1 | $11.1K | Buy |
+400
| New | +$11.1K | ﹤0.01% | 299 |
|
2022
Q4 | – | Sell |
-8,000
| Closed | -$97K | – | 477 |
|
2022
Q3 | $97K | Hold |
8,000
| – | – | 0.03% | 89 |
|
2022
Q2 | $121K | Hold |
8,000
| – | – | 0.04% | 80 |
|
2022
Q1 | $218K | Hold |
8,000
| – | – | 0.07% | 63 |
|
2021
Q4 | $235K | Hold |
8,000
| – | – | 0.08% | 54 |
|
2021
Q3 | $166K | Hold |
8,000
| – | – | 0.06% | 61 |
|
2021
Q2 | $161K | Hold |
8,000
| – | – | 0.06% | 56 |
|
2021
Q1 | $107K | Hold |
8,000
| – | – | 0.04% | 71 |
|
2020
Q4 | $105K | Hold |
8,000
| – | – | 0.04% | 73 |
|
2020
Q3 | $109K | Sell |
8,000
-240
| -3% | -$3.27K | 0.05% | 69 |
|
2020
Q2 | $79K | Hold |
8,240
| – | – | 0.04% | 78 |
|
2020
Q1 | $55K | Hold |
8,240
| – | – | 0.04% | 90 |
|
2019
Q4 | $49K | Buy |
+8,240
| New | +$49K | 0.03% | 106 |
|