Jeppson Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
83,291
-3,104
| -4% | -$490K | 4.55% | 3 |
|
|
2025
Q1 | $9.36M | Buy |
86,395
+483
| +0.6% | +$52.3K | 3.43% | 4 |
|
|
2024
Q4 | $11.5M | Sell |
85,912
-846
| -1% | -$114K | 4.18% | 3 |
|
|
2024
Q3 | $10.5M | Buy |
86,758
+371
| +0.4% | +$45.1K | 3.77% | 4 |
|
|
2024
Q2 | $10.7M | Sell |
86,387
-813
| -0.9% | -$100K | 4.07% | 3 |
|
|
2024
Q1 | $7.88M | Sell |
87,200
-2,780
| -3% | -$251K | 3.06% | 5 |
|
|
2023
Q4 | $4.46M | Sell |
89,980
-1,450
| -2% | -$71.8K | 1.85% | 8 |
|
|
2023
Q3 | $3.98M | Sell |
91,430
-1,860
| -2% | -$80.9K | 1.82% | 7 |
|
|
2023
Q2 | $3.95M | Sell |
93,290
-11,880
| -11% | -$503K | 1.72% | 9 |
|
|
2023
Q1 | $2.92M | Sell |
105,170
-18,770
| -15% | -$521K | 1.27% | 15 |
|
|
2022
Q4 | $1.81M | Sell |
123,940
-1,010
| -0.8% | -$14.8K | 0.76% | 27 |
|
|
2022
Q3 | $1.52M | Buy |
124,950
+8,080
| +7% | +$98.1K | 0.69% | 30 |
|
|
2022
Q2 | $1.77M | Buy |
116,870
+17,710
| +18% | +$269K | 0.76% | 28 |
|
|
2022
Q1 | $2.71M | Buy |
99,160
+11,420
| +13% | +$312K | 1.26% | 15 |
|
|
2021
Q4 | $2.58M | Sell |
87,740
-6,410
| -7% | -$189K | 1.25% | 15 |
|
|
2021
Q3 | $1.95M | Sell |
94,150
-930
| -1% | -$19.3K | 1.02% | 20 |
|
|
2021
Q2 | $1.9M | Sell |
95,080
-3,560
| -4% | -$71.2K | 1.04% | 20 |
|
|
2021
Q1 | $1.32M | Sell |
98,640
-2,240
| -2% | -$29.9K | 0.78% | 28 |
|
|
2020
Q4 | $1.32M | Sell |
100,880
-1,480
| -1% | -$19.3K | 0.88% | 24 |
|
|
2020
Q3 | $1.39M | Buy |
+102,360
| New | +$1.39M | 1.09% | 19 |
|