Montag & Caldwell’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
104,921
+18,831
| +22% | +$2.98M | 3.63% | 6 |
|
|
2025
Q1 | $9.33M | Sell |
86,090
-73,485
| -46% | -$7.96M | 2.16% | 23 |
|
|
2024
Q4 | $21.4M | Sell |
159,575
-16,121
| -9% | -$2.16M | 4.57% | 5 |
|
|
2024
Q3 | $21.3M | Sell |
175,696
-8,100
| -4% | -$984K | 4.33% | 6 |
|
|
2024
Q2 | $22.7M | Sell |
183,796
-225,354
| -55% | -$27.8M | 4.59% | 5 |
|
|
2024
Q1 | $37M | Sell |
409,150
-4,770
| -1% | -$431K | 6.37% | 2 |
|
|
2023
Q4 | $20.5M | Sell |
413,920
-406,530
| -50% | -$20.1M | 3.58% | 7 |
|
|
2023
Q3 | $35.7M | Buy |
820,450
+418,890
| +104% | +$18.2M | 4.58% | 3 |
|
|
2023
Q2 | $17M | Buy |
+401,560
| New | +$17M | 2.07% | 26 |
|