MBE Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
15,680
+485
| +3% | +$76.6K | 1.08% | 20 |
|
|
2025
Q1 | $1.65M | Buy |
15,195
+2,657
| +21% | +$288K | 0.79% | 24 |
|
|
2024
Q4 | $1.68M | Sell |
12,538
-178
| -1% | -$23.9K | 0.95% | 19 |
|
|
2024
Q3 | $1.54M | Buy |
12,716
+1,186
| +10% | +$144K | 0.85% | 18 |
|
|
2024
Q2 | $1.42M | Buy |
11,530
+550
| +5% | +$67.9K | 0.86% | 18 |
|
|
2024
Q1 | $992K | Sell |
10,980
-20
| -0.2% | -$1.81K | 0.61% | 28 |
|
|
2023
Q4 | $545K | Buy |
11,000
+50
| +0.5% | +$2.48K | 0.28% | 43 |
|
|
2023
Q3 | $476K | Hold |
10,950
| – | – | 0.27% | 42 |
|
|
2023
Q2 | $463K | Buy |
10,950
+400
| +4% | +$16.9K | 0.25% | 45 |
|
|
2023
Q1 | $293K | Buy |
+10,550
| New | +$293K | 0.17% | 58 |
|
|
2022
Q2 | – | Sell |
-23,900
| Closed | -$652K | – | 66 |
|
|
2022
Q1 | $652K | Sell |
23,900
-1,520
| -6% | -$41.5K | 0.39% | 28 |
|
|
2021
Q4 | $748K | Buy |
25,420
+30
| +0.1% | +$883 | 0.38% | 20 |
|
|
2021
Q3 | $526K | Buy |
25,390
+5,270
| +26% | +$109K | 0.27% | 24 |
|
|
2021
Q2 | $402K | Hold |
20,120
| – | – | 0.21% | 33 |
|
|
2021
Q1 | $269K | Buy |
20,120
+760
| +4% | +$10.2K | 0.15% | 45 |
|
|
2020
Q4 | $252K | Buy |
+19,360
| New | +$252K | 0.17% | 44 |
|
|
2020
Q2 | – | Sell |
-18,680
| Closed | -$123K | – | 367 |
|
|
2020
Q1 | $123K | Buy |
+18,680
| New | +$123K | 0.12% | 60 |
|