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 |
|