RKL 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
$18.8M Sell
118,796
-4,113
-3% -$650K 1.65% 16
2025
Q1
$13.3M Sell
122,909
-4,525
-4% -$490K 1.26% 22
2024
Q4
$17.1M Sell
127,434
-14,481
-10% -$1.94M 1.52% 15
2024
Q3
$17.2M Sell
141,915
-4,225
-3% -$513K 1.56% 14
2024
Q2
$18.1M Sell
146,140
-6,600
-4% -$815K 1.74% 12
2024
Q1
$13.8M Sell
152,740
-2,600
-2% -$235K 1.37% 16
2023
Q4
$7.69M Buy
155,340
+9,800
+7% +$485K 0.83% 28
2023
Q3
$6.33M Sell
145,540
-10,170
-7% -$442K 0.77% 28
2023
Q2
$6.59M Sell
155,710
-2,870
-2% -$121K 0.78% 27
2023
Q1
$4.4M Sell
158,580
-3,850
-2% -$107K 0.56% 32
2022
Q4
$2.37M Sell
162,430
-14,470
-8% -$211K 0.32% 51
2022
Q3
$2.15M Sell
176,900
-11,000
-6% -$134K 0.31% 47
2022
Q2
$2.85M Buy
187,900
+140,180
+294% +$2.12M 0.39% 41
2022
Q1
$1.3M Buy
47,720
+18,800
+65% +$513K 0.16% 73
2021
Q4
$851K Buy
28,920
+110
+0.4% +$3.24K 0.1% 82
2021
Q3
$597K Buy
28,810
+570
+2% +$11.8K 0.08% 85
2021
Q2
$565K Buy
28,240
+920
+3% +$18.4K 0.07% 88
2021
Q1
$365K Buy
27,320
+1,320
+5% +$17.6K 0.05% 101
2020
Q4
$339K Hold
26,000
0.05% 100
2020
Q3
$352K Buy
26,000
+960
+4% +$13K 0.06% 97
2020
Q2
$238K Buy
+25,040
New +$238K 0.04% 107