Monterey Private Wealth’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.06M | Sell |
19,045
-23
| -0.1% | -$2.49K | 0.61% | 28 |
|
|
2024
Q4 | $2.56M | Buy |
19,068
+30
| +0.2% | +$4.03K | 0.84% | 23 |
|
|
2024
Q3 | $2.31M | Buy |
19,038
+648
| +4% | +$78.7K | 0.79% | 22 |
|
|
2024
Q2 | $2.27M | Buy |
18,390
+1,180
| +7% | +$146K | 0.85% | 24 |
|
|
2024
Q1 | $1.55M | Sell |
17,210
-1,850
| -10% | -$167K | 0.62% | 28 |
|
|
2023
Q4 | $944K | Buy |
19,060
+230
| +1% | +$11.4K | 0.43% | 33 |
|
|
2023
Q3 | $819K | Buy |
18,830
+150
| +0.8% | +$6.53K | 0.41% | 33 |
|
|
2023
Q2 | $790K | Sell |
18,680
-1,470
| -7% | -$62.2K | 0.38% | 36 |
|
|
2023
Q1 | $560K | Buy |
20,150
+1,710
| +9% | +$47.5K | 0.29% | 47 |
|
|
2022
Q4 | $270K | Sell |
18,440
-2,690
| -13% | -$39.3K | 0.15% | 81 |
|
|
2022
Q3 | $258K | Buy |
21,130
+330
| +2% | +$4.03K | 0.15% | 79 |
|
|
2022
Q2 | $315K | Buy |
20,800
+3,350
| +19% | +$50.7K | 0.18% | 71 |
|
|
2022
Q1 | $483K | Buy |
17,450
+1,170
| +7% | +$32.4K | 0.23% | 59 |
|
|
2021
Q4 | $479K | Buy |
16,280
+1,240
| +8% | +$36.5K | 0.24% | 63 |
|
|
2021
Q3 | $308K | Buy |
15,040
+2,560
| +21% | +$52.4K | 0.17% | 72 |
|
|
2021
Q2 | $250K | Buy |
+12,480
| New | +$250K | 0.14% | 86 |
|