Sage Financial Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,295
Closed -$308K 105
2024
Q4
$308K Sell
2,295
-65
-3% -$8.73K 0.02% 85
2024
Q3
$287K Sell
2,360
-240
-9% -$29.1K 0.02% 91
2024
Q2
$321K Sell
2,600
-180
-6% -$22.2K 0.03% 84
2024
Q1
$251K Buy
+2,780
New +$251K 0.02% 95