Modera Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.9M Buy
126,049
+1,060
+0.8% +$167K 0.25% 81
2025
Q1
$13.5M Sell
124,989
-8,460
-6% -$917K 0.18% 105
2024
Q4
$17.9M Buy
133,449
+6,520
+5% +$876K 0.22% 86
2024
Q3
$15.4M Buy
126,929
+11,581
+10% +$1.41M 0.2% 92
2024
Q2
$14.3M Buy
115,348
+7,268
+7% +$898K 0.21% 88
2024
Q1
$9.77M Buy
108,080
+1,590
+1% +$144K 0.15% 115
2023
Q4
$5.27M Sell
106,490
-20
-0% -$990 0.09% 150
2023
Q3
$4.63M Buy
106,510
+2,120
+2% +$92.2K 0.09% 151
2023
Q2
$4.42M Buy
104,390
+69,280
+197% +$2.93M 0.08% 166
2023
Q1
$975K Buy
35,110
+10,430
+42% +$290K 0.04% 158
2022
Q4
$361K Buy
24,680
+6,620
+37% +$96.7K 0.01% 253
2022
Q3
$219K Sell
18,060
-1,270
-7% -$15.4K 0.01% 290
2022
Q2
$293K Sell
19,330
-880
-4% -$13.3K 0.01% 260
2022
Q1
$551K Sell
20,210
-35,350
-64% -$964K 0.02% 196
2021
Q4
$1.63M Buy
55,560
+39,480
+246% +$1.16M 0.06% 127
2021
Q3
$333K Buy
16,080
+4,440
+38% +$91.9K 0.02% 192
2021
Q2
$233K Buy
+11,640
New +$233K 0.01% 212