Nvest Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
30,587
+3,654
| +14% | +$577K | 2.52% | 10 |
|
|
2025
Q1 | $2.92M | Buy |
26,933
+2,777
| +11% | +$301K | 1.56% | 21 |
|
|
2024
Q4 | $3.24M | Buy |
24,156
+9,780
| +68% | +$1.31M | 1.65% | 16 |
|
|
2024
Q3 | $1.75M | Buy |
14,376
+1,230
| +9% | +$149K | 1% | 33 |
|
|
2024
Q2 | $1.62M | Buy |
13,146
+1,086
| +9% | +$134K | 1% | 34 |
|
|
2024
Q1 | $1.09M | Sell |
12,060
-1,070
| -8% | -$96.7K | 0.73% | 39 |
|
|
2023
Q4 | $650K | Buy |
13,130
+4,300
| +49% | +$213K | 0.51% | 42 |
|
|
2023
Q3 | $384K | Buy |
8,830
+400
| +5% | +$17.4K | 0.36% | 45 |
|
|
2023
Q2 | $357K | Sell |
8,430
-1,460
| -15% | -$61.8K | 0.31% | 48 |
|
|
2023
Q1 | $275K | Buy |
+9,890
| New | +$275K | 0.29% | 55 |
|
|
2022
Q2 | – | Sell |
-9,900
| Closed | -$270K | – | 67 |
|
|
2022
Q1 | $270K | Buy |
+9,900
| New | +$270K | 0.22% | 66 |
|