Sard Wealth Management Group’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$979K	Buy	6,195 +353	+6%	+$55.8K	0.6%	20
2025 Q1	$633K	Buy	5,842 +42	+0.7%	+$4.55K	0.42%	23
2024 Q4	$779K	Buy	5,800 +40	+0.7%	+$5.37K	0.52%	19
2024 Q3	$699K	Sell	5,760 -680	-11%	-$82.6K	0.46%	19
2024 Q2	$796K	Buy	+6,440	New	+$796K	0.56%	19