Petix & Botte Financial’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Hold
10,280
0.4% 45
2025
Q1
$1.11M Sell
10,280
-394
-4% -$42.7K 0.29% 54
2024
Q4
$1.43M Hold
10,674
0.38% 48
2024
Q3
$1.3M Buy
10,674
+394
+4% +$47.8K 0.35% 43
2024
Q2
$1.27M Buy
10,280
+5,340
+108% +$660K 0.36% 41
2024
Q1
$446K Sell
4,940
-4,940
-50% -$446K 0.11% 96
2023
Q4
$489K Buy
9,880
+800
+9% +$39.6K 0.14% 67
2023
Q3
$395K Hold
9,080
0.12% 78
2023
Q2
$384K Buy
+9,080
New +$384K 0.12% 82
2022
Q2
Sell
-10,200
Closed -$278K 97
2022
Q1
$278K Sell
10,200
-9,100
-47% -$248K 0.09% 92
2021
Q4
$568K Sell
19,300
-20,700
-52% -$609K 0.36% 46
2021
Q3
$828K Buy
40,000
+20,000
+100% +$414K 0.28% 53
2021
Q2
$400K Hold
20,000
0.28% 60
2021
Q1
$267K Hold
20,000
0.2% 66
2020
Q4
$261K Hold
20,000
0.2% 67
2020
Q3
$271K Buy
+20,000
New +$271K 0.22% 66