Marvin & Palmer Associates’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.54M Buy
41,418
+20,348
+97% +$3.21M 5.61% 4
2025
Q1
$2.28M Sell
21,070
-24,847
-54% -$2.69M 3.41% 21
2024
Q4
$6.17M Sell
45,917
-162
-0.4% -$21.8K 4.71% 10
2024
Q3
$5.6M Sell
46,079
-4,803
-9% -$583K 4.69% 10
2024
Q2
$5.21M Sell
50,882
-6,758
-12% -$692K 5.33% 2
2024
Q1
$5.21M Sell
57,640
-19,970
-26% -$1.8M 5.17% 2
2023
Q4
$3.84M Sell
77,610
-117,690
-60% -$5.83M 4.29% 9
2023
Q3
$8.5M Buy
+195,300
New +$8.5M 5.51% 4