McCarter Private Wealth Services’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
10,737
+304
+3% +$48K 0.97% 32
2025
Q1
$1.13M Buy
10,433
+7,647
+274% +$829K 0.74% 36
2024
Q4
$374K Buy
+2,786
New +$374K 0.24% 69