PFG Private 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
$953K Buy
6,029
+663
+12% +$105K 0.49% 21
2025
Q1
$582K Sell
5,366
-380
-7% -$41.2K 0.31% 26
2024
Q4
$772K Sell
5,746
-543
-9% -$72.9K 0.44% 20
2024
Q3
$764K Sell
6,289
-2,132
-25% -$259K 0.44% 22
2024
Q2
$1.04M Sell
8,421
-239
-3% -$29.5K 0.63% 20
2024
Q1
$783K Sell
8,660
-1,960
-18% -$177K 0.49% 21
2023
Q4
$525K Buy
10,620
+9,080
+590% +$449K 0.35% 24
2023
Q3
$67K Sell
1,540
-2,960
-66% -$129K 0.05% 84
2023
Q2
$190K Sell
4,500
-130
-3% -$5.5K 0.11% 54
2023
Q1
$129K Sell
4,630
-200
-4% -$5.56K 0.08% 74
2022
Q4
$71K Sell
4,830
-110
-2% -$1.62K 0.04% 118
2022
Q3
$60K Buy
4,940
+710
+17% +$8.62K 0.04% 135
2022
Q2
$64K Buy
4,230
+30
+0.7% +$454 0.04% 145
2022
Q1
$115K Buy
4,200
+110
+3% +$3.01K 0.06% 93
2021
Q4
$120K Sell
4,090
-680
-14% -$20K 0.06% 72
2021
Q3
$99K Buy
+4,770
New +$99K 0.06% 71