Live Oak Private Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
8,301
-762
-8% -$120K 0.2% 90
2025
Q1
$982K Buy
9,063
+444
+5% +$48.1K 0.16% 99
2024
Q4
$1.16M Buy
8,619
+1,173
+16% +$158K 0.19% 86
2024
Q3
$904K Sell
7,446
-324
-4% -$39.3K 0.15% 97
2024
Q2
$960K Buy
7,770
+200
+3% +$24.7K 0.17% 94
2024
Q1
$684K Hold
7,570
0.12% 102
2023
Q4
$375K Sell
7,570
-90
-1% -$4.46K 0.07% 118
2023
Q3
$333K Sell
7,660
-780
-9% -$33.9K 0.07% 116
2023
Q2
$357K Buy
+8,440
New +$357K 0.07% 118