Roth 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 | $1.26M | Hold |
8,000
| – | – | 0.46% | 16 |
|
|
2025
Q1 | $867K | Hold |
8,000
| – | – | 0.34% | 16 |
|
|
2024
Q4 | $1.07M | Sell |
8,000
-500
| -6% | -$67.1K | 0.43% | 15 |
|
|
2024
Q3 | $1.03M | Hold |
8,500
| – | – | 0.41% | 15 |
|
|
2024
Q2 | $1.05M | Hold |
8,500
| – | – | 0.45% | 15 |
|
|
2024
Q1 | $768K | Hold |
8,500
| – | – | 0.34% | 16 |
|
|
2023
Q4 | $421K | Buy |
+8,500
| New | +$421K | 0.22% | 18 |
|
|
2023
Q2 | – | Sell |
-21,350
| Closed | -$593K | – | 26 |
|
|
2023
Q1 | $593K | Hold |
21,350
| – | – | 0.39% | 14 |
|
|
2022
Q4 | $312K | Hold |
21,350
| – | – | 0.23% | 18 |
|
|
2022
Q3 | $259K | Hold |
21,350
| – | – | 0.21% | 19 |
|
|
2022
Q2 | $324K | Buy |
21,350
+1,350
| +7% | +$20.5K | 0.26% | 18 |
|
|
2022
Q1 | $546K | Hold |
20,000
| – | – | 0.39% | 14 |
|
|
2021
Q4 | $588K | Hold |
20,000
| – | – | 0.42% | 13 |
|
|
2021
Q3 | $414K | Hold |
20,000
| – | – | 0.32% | 16 |
|
|
2021
Q2 | $400K | Hold |
20,000
| – | – | 0.31% | 15 |
|
|
2021
Q1 | $267K | Hold |
20,000
| – | – | 0.22% | 18 |
|
|
2020
Q4 | $261K | Buy |
+20,000
| New | +$261K | 0.26% | 15 |
|