Ironwood Financial’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Hold
7,695
0.18% 80
2025
Q1
$834K Buy
7,695
+1,212
+19% +$131K 0.18% 80
2024
Q4
$871K Buy
6,483
+104
+2% +$14K 0.18% 79
2024
Q3
$775K Buy
6,379
+49
+0.8% +$5.95K 0.16% 85
2024
Q2
$782K Sell
6,330
-20
-0.3% -$2.47K 0.18% 86
2024
Q1
$574K Buy
6,350
+60
+1% +$5.42K 0.13% 99
2023
Q4
$311K Hold
6,290
0.08% 126
2023
Q3
$274K Buy
+6,290
New +$274K 0.07% 122
2021
Q4
Sell
-360
Closed -$7K 393
2021
Q3
$7K Hold
360
﹤0.01% 405
2021
Q2
$7K Hold
360
﹤0.01% 404
2021
Q1
$5K Hold
360
﹤0.01% 420
2020
Q4
$5K Hold
360
﹤0.01% 382
2020
Q3
$5K Buy
+360
New +$5K ﹤0.01% 331
2019
Q2
Sell
-200
Closed -$1K 383
2019
Q1
$1K Buy
+200
New +$1K ﹤0.01% 361