Montz Harcus Wealth 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 | $3.07M | Buy |
19,449
+226
| +1% | +$35.7K | 1.48% | 17 |
|
|
2025
Q1 | $2.08M | Buy |
19,223
+754
| +4% | +$81.7K | 1.14% | 18 |
|
|
2024
Q4 | $2.48M | Buy |
18,469
+583
| +3% | +$78.3K | 1.39% | 16 |
|
|
2024
Q3 | $2.17M | Buy |
17,886
+262
| +1% | +$31.8K | 1.27% | 15 |
|
|
2024
Q2 | $2.18M | Sell |
17,624
-446
| -2% | -$55.1K | 1.41% | 15 |
|
|
2024
Q1 | $1.63M | Sell |
18,070
-770
| -4% | -$69.6K | 1.1% | 17 |
|
|
2023
Q4 | $933K | Buy |
18,840
+1,600
| +9% | +$79.2K | 0.71% | 22 |
|
|
2023
Q3 | $750K | Buy |
17,240
+140
| +0.8% | +$6.09K | 0.64% | 20 |
|
|
2023
Q2 | $724K | Sell |
17,100
-3,310
| -16% | -$140K | 0.6% | 22 |
|
|
2023
Q1 | $567K | Buy |
20,410
+450
| +2% | +$12.5K | 0.52% | 24 |
|
|
2022
Q4 | $292K | Hold |
19,960
| – | – | 0.29% | 41 |
|
|
2022
Q3 | $242K | Buy |
19,960
+3,030
| +18% | +$36.7K | 0.27% | 43 |
|
|
2022
Q2 | $257K | Buy |
16,930
+530
| +3% | +$8.05K | 0.27% | 43 |
|
|
2022
Q1 | $448K | Buy |
16,400
+1,320
| +9% | +$36.1K | 0.4% | 29 |
|
|
2021
Q4 | $444K | Buy |
+15,080
| New | +$444K | 0.39% | 29 |
|