McKinley Carter 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
$12.3M Buy
78,033
+3,816
+5% +$603K 0.68% 33
2025
Q1
$8.04M Buy
74,217
+2,152
+3% +$233K 0.49% 46
2024
Q4
$9.68M Buy
72,065
+42,915
+147% +$5.76M 0.59% 40
2024
Q3
$3.54M Buy
29,150
+2,675
+10% +$325K 0.21% 82
2024
Q2
$3.27M Buy
26,475
+9,335
+54% +$1.15M 0.21% 82
2024
Q1
$1.55M Buy
17,140
+1,730
+11% +$156K 0.1% 130
2023
Q4
$763K Buy
15,410
+2,410
+19% +$119K 0.06% 165
2023
Q3
$566K Buy
13,000
+4,660
+56% +$203K 0.05% 190
2023
Q2
$353K Buy
8,340
+140
+2% +$5.92K 0.03% 240
2023
Q1
$228K Buy
+8,200
New +$228K 0.02% 276
2022
Q2
Sell
-7,740
Closed -$211K 298
2022
Q1
$211K Sell
7,740
-140
-2% -$3.82K 0.02% 280
2021
Q4
$232K Buy
+7,880
New +$232K 0.02% 275
2018
Q2
Sell
-11,560
Closed -$67K 306
2018
Q1
$67K Buy
+11,560
New +$67K 0.02% 240