Level 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 | $751K | Hold |
4,756
| – | – | 0.23% | 53 |
|
|
2025
Q1 | $515K | Buy |
4,756
+387
| +9% | +$41.9K | 0.18% | 58 |
|
|
2024
Q4 | $587K | Buy |
+4,369
| New | +$587K | 0.22% | 52 |
|
|
2024
Q2 | – | Sell |
-3,590
| Closed | -$324K | – | 75 |
|
|
2024
Q1 | $324K | Buy |
3,590
+500
| +16% | +$45.2K | 0.15% | 56 |
|
|
2023
Q4 | $153K | Hold |
3,090
| – | – | 0.08% | 75 |
|
|
2023
Q3 | $134K | Hold |
3,090
| – | – | 0.08% | 71 |
|
|
2023
Q2 | $131K | Buy |
3,090
+780
| +34% | +$33K | 0.07% | 70 |
|
|
2023
Q1 | $64.2K | Sell |
2,310
-100
| -4% | -$2.78K | 0.04% | 89 |
|
|
2022
Q4 | $35K | Sell |
2,410
-720
| -23% | -$10.5K | 0.02% | 108 |
|
|
2022
Q3 | $38K | Sell |
3,130
-2,000
| -39% | -$24.3K | 0.03% | 109 |
|
|
2022
Q2 | $78K | Hold |
5,130
| – | – | 0.06% | 79 |
|
|
2022
Q1 | $140K | Sell |
5,130
-620
| -11% | -$16.9K | 0.11% | 54 |
|
|
2021
Q4 | $169K | Buy |
+5,750
| New | +$169K | 0.13% | 47 |
|