Intergy Private 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
$1.48M Buy
9,389
+1,093
+13% +$173K 0.51% 30
2025
Q1
$899K Buy
8,296
+215
+3% +$23.3K 0.34% 43
2024
Q4
$1.09M Sell
8,081
-319
-4% -$42.8K 0.41% 38
2024
Q3
$1.02M Buy
8,400
+820
+11% +$99.6K 0.39% 41
2024
Q2
$936K Buy
7,580
+400
+6% +$49.4K 0.39% 41
2024
Q1
$649K Buy
7,180
+1,800
+33% +$163K 0.27% 50
2023
Q4
$266K Sell
5,380
-260
-5% -$12.9K 0.12% 69
2023
Q3
$245K Buy
5,640
+430
+8% +$18.7K 0.12% 68
2023
Q2
$220K Buy
+5,210
New +$220K 0.11% 68