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