Oak Harbor Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.88M | Buy |
11,904
+1,745
| +17% | +$276K | 0.51% | 50 |
|
2025
Q1 | $1.1M | Buy |
10,159
+3,181
| +46% | +$345K | 0.31% | 74 |
|
2024
Q4 | $937K | Sell |
6,978
-1,163
| -14% | -$156K | 0.27% | 79 |
|
2024
Q3 | $989K | Sell |
8,141
-1,069
| -12% | -$130K | 0.28% | 86 |
|
2024
Q2 | $1.14M | Sell |
9,210
-1,300
| -12% | -$161K | 0.36% | 71 |
|
2024
Q1 | $950K | Buy |
10,510
+720
| +7% | +$65.1K | 0.3% | 76 |
|
2023
Q4 | $485K | Buy |
9,790
+2,020
| +26% | +$100K | 0.16% | 111 |
|
2023
Q3 | $338K | Sell |
7,770
-4,590
| -37% | -$200K | 0.12% | 126 |
|
2023
Q2 | $523K | Sell |
12,360
-2,520
| -17% | -$107K | 0.18% | 107 |
|
2023
Q1 | $413K | Buy |
+14,880
| New | +$413K | 0.15% | 123 |
|