Montis Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
4,695
-225
| -5% | -$35.5K | 0.21% | 67 |
|
|
2025
Q1 | $533K | Sell |
4,920
-965
| -16% | -$105K | 0.16% | 87 |
|
|
2024
Q4 | $790K | Sell |
5,885
-617
| -9% | -$82.9K | 0.24% | 59 |
|
|
2024
Q3 | $790K | Buy |
6,502
+377
| +6% | +$45.8K | 0.28% | 43 |
|
|
2024
Q2 | $757K | Buy |
6,125
+1,145
| +23% | +$141K | 0.35% | 35 |
|
|
2024
Q1 | $450K | Sell |
4,980
-1,260
| -20% | -$114K | 0.21% | 50 |
|
|
2023
Q4 | $309K | Hold |
6,240
| – | – | 0.18% | 53 |
|
|
2023
Q3 | $272K | Buy |
6,240
+1,000
| +19% | +$43.5K | 0.18% | 56 |
|
|
2023
Q2 | $222K | Buy |
+5,240
| New | +$222K | 0.15% | 58 |
|
|
2022
Q2 | – | Sell |
-11,020
| Closed | -$301K | – | 66 |
|
|
2022
Q1 | $301K | Sell |
11,020
-1,400
| -11% | -$38.2K | 0.24% | 46 |
|
|
2021
Q4 | $365K | Sell |
12,420
-40
| -0.3% | -$1.18K | 0.26% | 44 |
|
|
2021
Q3 | $246K | Buy |
12,460
+700
| +6% | +$13.8K | 0.21% | 53 |
|
|
2021
Q2 | $235K | Buy |
+11,760
| New | +$235K | 0.19% | 63 |
|