PBMares 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 | $1.78M | Sell |
11,240
-249
| -2% | -$39.3K | 0.33% | 39 |
|
2025
Q1 | $1.25M | Sell |
11,489
-5,860
| -34% | -$635K | 0.25% | 57 |
|
2024
Q4 | $2.33M | Buy |
17,349
+1,248
| +8% | +$168K | 0.48% | 32 |
|
2024
Q3 | $1.96M | Sell |
16,101
-1,093
| -6% | -$133K | 0.41% | 35 |
|
2024
Q2 | $2.12M | Buy |
17,194
+4,294
| +33% | +$530K | 0.52% | 31 |
|
2024
Q1 | $1.17M | Buy |
12,900
+7,020
| +119% | +$635K | 0.3% | 55 |
|
2023
Q4 | $291K | Buy |
5,880
+360
| +7% | +$17.8K | 0.09% | 141 |
|
2023
Q3 | $240K | Buy |
+5,520
| New | +$240K | 0.09% | 146 |
|