Martel Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
2,367
+214
| +10% | +$33.8K | 0.07% | 51 |
|
|
2025
Q1 | $233K | Sell |
2,153
-707
| -25% | -$76.6K | 0.05% | 66 |
|
|
2024
Q4 | $384K | Hold |
2,860
| – | – | 0.08% | 51 |
|
|
2024
Q3 | $357K | Hold |
2,860
| – | – | 0.07% | 36 |
|
|
2024
Q2 | $353K | Sell |
2,860
-160
| -5% | -$19.8K | 0.08% | 37 |
|
|
2024
Q1 | $273K | Sell |
3,020
-1,360
| -31% | -$123K | 0.06% | 40 |
|
|
2023
Q4 | $217K | Buy |
+4,380
| New | +$217K | 0.05% | 52 |
|
|
2022
Q2 | – | Sell |
-17,560
| Closed | -$479K | – | 49 |
|
|
2022
Q1 | $479K | Buy |
+17,560
| New | +$479K | 0.12% | 35 |
|