McDaniel Terry & Co’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.92M Sell
24,802
-2,008
-7% -$317K 0.32% 34
2025
Q1
$2.91M Sell
26,810
-1,871
-7% -$203K 0.25% 38
2024
Q4
$3.85M Buy
28,681
+254
+0.9% +$34.1K 0.32% 34
2024
Q3
$3.45M Sell
28,427
-3,851
-12% -$468K 0.29% 35
2024
Q2
$3.99M Sell
32,278
-282
-0.9% -$34.8K 0.35% 35
2024
Q1
$2.94M Buy
32,560
+3,310
+11% +$299K 0.26% 36
2023
Q4
$1.45M Sell
29,250
-200
-0.7% -$9.91K 0.14% 46
2023
Q3
$1.28M Buy
29,450
+410
+1% +$17.8K 0.13% 46
2023
Q2
$1.23M Sell
29,040
-3,020
-9% -$128K 0.12% 44
2023
Q1
$891K Buy
32,060
+1,010
+3% +$28.1K 0.1% 47
2022
Q4
$454K Hold
31,050
0.05% 59
2022
Q3
$377K Buy
31,050
+1,620
+6% +$19.7K 0.05% 63
2022
Q2
$446K Sell
29,430
-1,760
-6% -$26.7K 0.06% 62
2022
Q1
$851K Buy
31,190
+9,170
+42% +$250K 0.09% 46
2021
Q4
$648K Buy
22,020
+450
+2% +$13.2K 0.06% 60
2021
Q3
$447K Buy
21,570
+2,050
+11% +$42.5K 0.05% 59
2021
Q2
$390K Sell
19,520
-1,120
-5% -$22.4K 0.05% 66
2021
Q1
$276K Buy
20,640
+1,440
+8% +$19.3K 0.03% 74
2020
Q4
$251K Buy
19,200
+3,600
+23% +$47.1K 0.03% 77
2020
Q3
$211K Buy
+15,600
New +$211K 0.03% 78