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 |
|