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 |
|