Monterey Private Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$2.06M Sell
2024
Q4
$2.56M Buy
2024
Q3
$2.31M Buy
2024
Q2
$2.27M Buy
2024
Q1
$1.55M Sell
2023
Q4
$944K Buy
2023
Q3
$819K Buy
2023
Q2
$790K Sell
2023
Q1
$560K Buy
2022
Q4
$270K Sell
2022
Q3
$258K Buy
2022
Q2
$315K Buy
2022
Q1
$483K Buy
2021
Q4
$479K Buy
2021
Q3
$308K Buy
2021
Q2
$250K Buy