National Wealth Management Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.6M Buy
42,402
+1,644
+4% +$178K 3.02% 7
2024
Q4
$5.47M Buy
40,758
+505
+1% +$67.8K 3.64% 5
2024
Q3
$4.89M Buy
40,253
+679
+2% +$82.5K 3.31% 7
2024
Q2
$4.89M Buy
39,574
+8,934
+29% +$1.1M 3.72% 5
2024
Q1
$2.77M Buy
30,640
+3,860
+14% +$349K 2.15% 13
2023
Q4
$1.33M Sell
26,780
-110
-0.4% -$5.45K 1.28% 24
2023
Q3
$1.17M Sell
26,890
-13,080
-33% -$569K 1.27% 24
2023
Q2
$1.79M Buy
39,970
+1,370
+4% +$61.2K 1.86% 14
2023
Q1
$1.09M Buy
38,600
+20,330
+111% +$576K 1.25% 23
2022
Q4
$267K Buy
18,270
+590
+3% +$8.62K 0.32% 100
2022
Q3
$215K Buy
17,680
+700
+4% +$8.5K 0.28% 113
2022
Q2
$257K Sell
16,980
-12,340
-42% -$187K 0.32% 81
2022
Q1
$800K Sell
29,320
-510
-2% -$13.9K 0.77% 38
2021
Q4
$877K Buy
+29,830
New +$877K 0.82% 35