M.D. Sass LLC’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-19,831
| Closed | -$2.66M | – | 37 |
|
2024
Q4 | $2.66M | Sell |
19,831
-719
| -3% | -$96.6K | 0.2% | 30 |
|
2024
Q3 | $2.5M | Buy |
20,550
+7,250
| +55% | +$880K | 0.18% | 31 |
|
2024
Q2 | $1.64M | Hold |
13,300
| – | – | 0.12% | 31 |
|
2024
Q1 | $1.2M | Sell |
13,300
-3,200
| -19% | -$289K | 0.14% | 32 |
|
2023
Q4 | $817K | Hold |
16,500
| – | – | 0.1% | 30 |
|
2023
Q3 | $718K | Buy |
+16,500
| New | +$718K | 0.1% | 29 |
|