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 |
|