Morling Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
12,717
-8,043
| -39% | -$1.27M | 0.66% | 19 |
|
|
2025
Q1 | $2.25M | Buy |
20,760
+6,120
| +42% | +$663K | 0.77% | 19 |
|
|
2024
Q4 | $1.97M | Buy |
14,640
+38
| +0.3% | +$5.1K | 0.69% | 19 |
|
|
2024
Q3 | $1.77M | Buy |
14,602
+2,540
| +21% | +$308K | 0.68% | 19 |
|
|
2024
Q2 | $1.49M | Sell |
12,062
-2,228
| -16% | -$275K | 0.65% | 18 |
|
|
2024
Q1 | $1.29M | Buy |
14,290
+1,420
| +11% | +$128K | 0.74% | 19 |
|
|
2023
Q4 | $637K | Sell |
12,870
-1,450
| -10% | -$71.8K | 0.51% | 30 |
|
|
2023
Q3 | $623K | Sell |
14,320
-2,490
| -15% | -$108K | 0.62% | 29 |
|
|
2023
Q2 | $711K | Sell |
16,810
-500
| -3% | -$21.1K | 0.68% | 29 |
|
|
2023
Q1 | $481K | Buy |
+17,310
| New | +$481K | 0.52% | 32 |
|
|
2022
Q2 | – | Sell |
-13,400
| Closed | -$366K | – | 80 |
|
|
2022
Q1 | $366K | Sell |
13,400
-400
| -3% | -$10.9K | 0.46% | 34 |
|
|
2021
Q4 | $406K | Buy |
+13,800
| New | +$406K | 0.39% | 28 |
|