Private Wealth Management Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
7,100
-43
-0.6% -$6.79K 0.37% 34
2025
Q1
$774K Buy
7,143
+380
+6% +$41.2K 0.29% 42
2024
Q4
$908K Buy
6,763
+966
+17% +$130K 0.35% 38
2024
Q3
$704K Buy
5,797
+153
+3% +$18.6K 0.28% 40
2024
Q2
$697K Buy
5,644
+364
+7% +$45K 0.3% 39
2024
Q1
$477K Buy
5,280
+1,010
+24% +$91.3K 0.22% 42
2023
Q4
$211K Buy
+4,270
New +$211K 0.1% 60