Modern 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
$25.9M Buy
163,987
+11,589
+8% +$1.83M 0.65% 35
2025
Q1
$16.5M Buy
152,398
+42,131
+38% +$4.57M 0.53% 45
2024
Q4
$14.8M Buy
110,267
+49,442
+81% +$6.64M 0.55% 44
2024
Q3
$7.39M Buy
60,825
+4,613
+8% +$560K 0.45% 43
2024
Q2
$6.94M Buy
56,212
+14,522
+35% +$1.79M 0.51% 36
2024
Q1
$3.77M Buy
41,690
+19,470
+88% +$1.76M 0.35% 42
2023
Q4
$1.1M Buy
+22,220
New +$1.1M 0.14% 57