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 |
|