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 |
|