MorganRosel 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
$891K Sell
5,640
-6
-0.1% -$948 0.24% 64
2025
Q1
$612K Sell
5,646
-1,953
-26% -$212K 0.19% 70
2024
Q4
$1.02M Buy
7,599
+1,959
+35% +$263K 0.33% 54
2024
Q3
$685K Sell
5,640
-1,530
-21% -$186K 0.23% 70
2024
Q2
$886K Buy
7,170
+90
+1% +$11.1K 0.31% 59
2024
Q1
$640K Sell
7,080
-1,290
-15% -$117K 0.23% 73
2023
Q4
$414K Hold
8,370
0.16% 76
2023
Q3
$364K Sell
8,370
-740
-8% -$32.2K 0.15% 79
2023
Q2
$385K Sell
9,110
-2,300
-20% -$97.3K 0.16% 79
2023
Q1
$317K Buy
+11,410
New +$317K 0.14% 80
2022
Q3
Sell
-17,900
Closed -$271K 101
2022
Q2
$271K Buy
17,900
+8,000
+81% +$121K 0.15% 81
2022
Q1
$270K Sell
9,900
-5,000
-34% -$136K 0.13% 80
2021
Q4
$438K Sell
14,900
-1,820
-11% -$53.5K 0.21% 64
2021
Q3
$346K Sell
16,720
-1,200
-7% -$24.8K 0.19% 73
2021
Q2
$358K Sell
17,920
-1,880
-9% -$37.6K 0.2% 68
2021
Q1
$264K Buy
+19,800
New +$264K 0.17% 72