Root Financial Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71M | Sell |
55,155
-1,279
| -2% | -$202K | 0.84% | 21 |
|
|
2025
Q1 | $6.14M | Buy |
56,434
+14,461
| +34% | +$1.57M | 0.65% | 24 |
|
|
2024
Q4 | $5.64M | Buy |
41,973
+14,445
| +52% | +$1.94M | 0.7% | 18 |
|
|
2024
Q3 | $3.34M | Buy |
27,528
+6,511
| +31% | +$791K | 0.53% | 21 |
|
|
2024
Q2 | $2.6M | Sell |
21,017
-2,073
| -9% | -$256K | 0.61% | 21 |
|
|
2024
Q1 | $2.09M | Buy |
23,090
+10,430
| +82% | +$942K | 0.62% | 24 |
|
|
2023
Q4 | $627K | Buy |
12,660
+6,700
| +112% | +$332K | 0.24% | 44 |
|
|
2023
Q3 | $259K | Buy |
+5,960
| New | +$259K | 0.14% | 58 |
|