Opes Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.04M Sell
31,903
-460
-1% -$72.7K 0.9% 32
2025
Q1
$3.51M Buy
32,363
+1,579
+5% +$171K 0.71% 34
2024
Q4
$4.13M Buy
30,784
+1,174
+4% +$158K 0.85% 32
2024
Q3
$3.6M Sell
29,610
-255
-0.9% -$31K 0.69% 34
2024
Q2
$3.69M Sell
29,865
-755
-2% -$93.3K 0.77% 33
2024
Q1
$2.77M Sell
30,620
-1,310
-4% -$118K 0.64% 35
2023
Q4
$1.58M Buy
31,930
+450
+1% +$22.3K 0.38% 45
2023
Q3
$1.37M Buy
31,480
+490
+2% +$21.3K 0.38% 48
2023
Q2
$1.31M Hold
30,990
0.37% 50
2023
Q1
$861K Hold
30,990
0.28% 50
2022
Q4
$453K Hold
30,990
0.16% 68
2022
Q3
$376K Buy
30,990
+2,100
+7% +$25.5K 0.15% 66
2022
Q2
$438K Hold
28,890
0.18% 59
2022
Q1
$788K Buy
28,890
+500
+2% +$13.6K 0.26% 54
2021
Q4
$835K Buy
28,390
+2,560
+10% +$75.3K 0.26% 52
2021
Q3
$535K Buy
25,830
+150
+0.6% +$3.11K 0.19% 57
2021
Q2
$514K Hold
25,680
0.19% 53
2021
Q1
$343K Buy
+25,680
New +$343K 0.13% 66