Legacy Wealth Management (Mississippi)’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.4M Buy
319,224
+272,931
+590% +$43.1M 15.34% 2
2025
Q1
$5.02M Buy
46,293
+18,956
+69% +$2.05M 1.64% 12
2024
Q4
$3.67M Sell
27,337
-15,428
-36% -$2.07M 1.46% 17
2024
Q3
$5.19M Buy
42,765
+16,115
+60% +$1.96M 1.91% 10
2024
Q2
$3.29M Hold
26,650
1.39% 21
2024
Q1
$2.41M Hold
26,650
1.09% 26
2023
Q4
$1.32M Sell
26,650
-3,350
-11% -$166K 0.64% 40
2023
Q3
$1.3M Sell
30,000
-800
-3% -$34.8K 0.68% 39
2023
Q2
$1.3M Sell
30,800
-200
-0.6% -$8.46K 0.65% 40
2023
Q1
$861K Hold
31,000
0.48% 47
2022
Q4
$453K Hold
31,000
0.27% 58
2022
Q3
$376K Hold
31,000
0.25% 65
2022
Q2
$470K Hold
31,000
0.29% 64
2022
Q1
$846K Hold
31,000
0.44% 58
2021
Q4
$912K Hold
31,000
0.47% 53
2021
Q3
$642K Hold
31,000
0.34% 67
2021
Q2
$620K Sell
31,000
-41,160
-57% -$823K 0.34% 65
2021
Q1
$963K Buy
72,160
+25,600
+55% +$342K 0.58% 50
2020
Q4
$608K Hold
46,560
0.39% 59
2020
Q3
$630K Hold
46,560
0.43% 59
2020
Q2
$442K Sell
46,560
-13,000
-22% -$123K 0.34% 69
2020
Q1
$393K Buy
+59,560
New +$393K 0.37% 71