Levy Wealth Management Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.51M | Buy |
12,204
+1,214
| +11% | +$150K | 0.39% | 32 |
|
|
2024
Q1 | $544K | Hold |
10,990
| – | – | 0.15% | 52 |
|
|
2023
Q4 | $544K | Buy |
10,990
+230
| +2% | +$11.4K | 0.15% | 52 |
|
|
2023
Q3 | $468K | Hold |
10,760
| – | – | 0.15% | 60 |
|
|
2023
Q2 | $455K | Sell |
10,760
-710
| -6% | -$30K | 0.13% | 61 |
|
|
2023
Q1 | $319K | Buy |
+11,470
| New | +$319K | 0.1% | 77 |
|