Meristem Family Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$3M Sell
109,780
-5,470
-5% -$149K 0.32% 36
2021
Q4
$3.39M Buy
115,250
+360
+0.3% +$10.6K 0.29% 47
2021
Q3
$2.38M Buy
114,890
+12,850
+13% +$266K 0.23% 53
2021
Q2
$2.04M Buy
102,040
+32,040
+46% +$641K 0.32% 40
2021
Q1
$935K Buy
70,000
+2,480
+4% +$33.1K 0.19% 67
2020
Q4
$882K Buy
67,520
+40,920
+154% +$535K 0.19% 69
2020
Q3
$360K Sell
26,600
-4,440
-14% -$60.1K 0.09% 130
2020
Q2
$295K Sell
31,040
-13,080
-30% -$124K 0.08% 141
2020
Q1
$291K Sell
44,120
-8,520
-16% -$56.2K 0.09% 135
2019
Q4
$310K Sell
52,640
-2,760
-5% -$16.3K 0.08% 140
2019
Q3
$241K Buy
+55,400
New +$241K 0.07% 162
2018
Q4
Sell
-45,600
Closed -$320K 139
2018
Q3
$320K Buy
45,600
+4,080
+10% +$28.6K 0.11% 99
2018
Q2
$246K Buy
+41,520
New +$246K 0.09% 116