Morton Brown Family Wealth’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
3,928
+58
| +1% | +$9.16K | 0.19% | 31 |
|
|
2025
Q1 | $419K | Buy |
3,870
+580
| +18% | +$62.9K | 0.14% | 35 |
|
|
2024
Q4 | $442K | Hold |
3,290
| – | – | 0.15% | 36 |
|
|
2024
Q3 | $400K | Buy |
3,290
+40
| +1% | +$4.86K | 0.14% | 39 |
|
|
2024
Q2 | $394K | Buy |
3,250
+160
| +5% | +$19.4K | 0.16% | 37 |
|
|
2024
Q1 | $279K | Sell |
3,090
-890
| -22% | -$80.4K | 0.12% | 42 |
|
|
2023
Q4 | $197K | Buy |
3,980
+500
| +14% | +$24.8K | 0.09% | 52 |
|
|
2023
Q3 | $151K | Buy |
3,480
+150
| +5% | +$6.53K | 0.08% | 48 |
|
|
2023
Q2 | $141K | Sell |
3,330
-810
| -20% | -$34.3K | 0.08% | 52 |
|
|
2023
Q1 | $115K | Sell |
4,140
-3,040
| -42% | -$84.4K | 0.07% | 58 |
|
|
2022
Q4 | $105K | Buy |
7,180
+6,530
| +1,005% | +$95.4K | 0.07% | 61 |
|
|
2022
Q3 | $8K | Buy |
+650
| New | +$8K | 0.01% | 124 |
|