Kapstone Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
21,450
+1,305
| +6% | +$206K | 1.69% | 11 |
|
|
2025
Q1 | $2.18M | Buy |
20,145
+828
| +4% | +$89.7K | 1.24% | 18 |
|
|
2024
Q4 | $2.39M | Sell |
19,317
-351
| -2% | -$43.4K | 1.27% | 17 |
|
|
2024
Q3 | $2.39M | Sell |
19,668
-132
| -0.7% | -$16K | 1.45% | 14 |
|
|
2024
Q2 | $2.45M | Buy |
19,800
+730
| +4% | +$90.2K | 1.6% | 13 |
|
|
2024
Q1 | $1.72M | Buy |
19,070
+1,990
| +12% | +$180K | 1.17% | 17 |
|
|
2023
Q4 | $1.05M | Buy |
17,080
+3,030
| +22% | +$187K | 0.83% | 27 |
|
|
2023
Q3 | $611K | Sell |
14,050
-310
| -2% | -$13.5K | 0.55% | 35 |
|
|
2023
Q2 | $668K | Buy |
14,360
+240
| +2% | +$11.2K | 0.55% | 35 |
|
|
2023
Q1 | $374K | Hold |
14,120
| – | – | 0.34% | 63 |
|
|
2022
Q4 | $307K | Buy |
+14,120
| New | +$307K | 0.28% | 71 |
|