Marcum Wealth’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.06M | Sell |
83,594
-640
| -0.8% | -$69.4K | 0.78% | 20 |
|
|
2024
Q4 | $11.3M | Buy |
84,234
+282
| +0.3% | +$37.9K | 0.98% | 19 |
|
|
2024
Q3 | $10.2M | Sell |
83,952
-1,235
| -1% | -$150K | 0.95% | 17 |
|
|
2024
Q2 | $10.5M | Buy |
85,187
+1,027
| +1% | +$127K | 1.06% | 16 |
|
|
2024
Q1 | $7.6M | Sell |
84,160
-7,330
| -8% | -$662K | 0.77% | 17 |
|
|
2023
Q4 | $4.53M | Sell |
91,490
-3,240
| -3% | -$160K | 0.48% | 23 |
|
|
2023
Q3 | $4.12M | Buy |
94,730
+21,540
| +29% | +$937K | 0.5% | 23 |
|
|
2023
Q2 | $3.1M | Sell |
73,190
-35,010
| -32% | -$1.48M | 0.36% | 25 |
|
|
2023
Q1 | $3.01M | Buy |
108,200
+28,370
| +36% | +$788K | 0.38% | 26 |
|
|
2022
Q4 | $1.17M | Sell |
79,830
-5,320
| -6% | -$77.7K | 0.15% | 73 |
|
|
2022
Q3 | $1.03M | Buy |
85,150
+22,690
| +36% | +$276K | 0.16% | 77 |
|
|
2022
Q2 | $947K | Buy |
62,460
+15,420
| +33% | +$234K | 0.14% | 92 |
|
|
2022
Q1 | $1.28M | Buy |
47,040
+3,900
| +9% | +$106K | 0.18% | 75 |
|
|
2021
Q4 | $1.27M | Buy |
43,140
+2,250
| +6% | +$66.2K | 0.18% | 82 |
|
|
2021
Q3 | $847K | Buy |
40,890
+4,170
| +11% | +$86.4K | 0.13% | 108 |
|
|
2021
Q2 | $734K | Buy |
36,720
+1,240
| +3% | +$24.8K | 0.12% | 123 |
|
|
2021
Q1 | $474K | Buy |
+35,480
| New | +$474K | 0.08% | 154 |
|