Montgomery Investment 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 | $935K | Buy |
5,920
+800
| +16% | +$126K | 0.36% | 44 |
|
|
2025
Q1 | $555K | Buy |
5,120
+310
| +6% | +$33.6K | 0.22% | 58 |
|
|
2024
Q4 | $646K | Buy |
4,810
+10
| +0.2% | +$1.34K | 0.25% | 51 |
|
|
2024
Q3 | $583K | Hold |
4,800
| – | – | 0.21% | 54 |
|
|
2024
Q2 | $593K | Hold |
4,800
| – | – | 0.23% | 50 |
|
|
2024
Q1 | $434K | Hold |
4,800
| – | – | 0.17% | 61 |
|
|
2023
Q4 | $238K | Hold |
4,800
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $209K | Sell |
4,800
-1,200
| -20% | -$52.2K | 0.07% | 85 |
|
|
2023
Q2 | $254K | Buy |
+6,000
| New | +$254K | 0.09% | 77 |
|