Live Oak Private Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Sell
2025
Q2
$1.31M Sell
2025
Q1
$982K Buy
2024
Q4
$1.16M Buy
2024
Q3
$904K Sell
2024
Q2
$960K Buy
2024
Q1
$684K Hold
2023
Q4
$375K Sell
2023
Q3
$333K Sell
2023
Q2
$357K Buy