Schrum Private 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
$896K Sell
5,672
-30
-0.5% -$4.74K 0.72% 38
2025
Q1
$618K Buy
5,702
+1,180
+26% +$128K 0.54% 53
2024
Q4
$607K Sell
4,522
-5,822
-56% -$782K 0.51% 54
2024
Q3
$1.26M Buy
10,344
+4,872
+89% +$592K 0.65% 41
2024
Q2
$676K Buy
5,472
+22
+0.4% +$2.72K 0.61% 46
2024
Q1
$493K Hold
5,450
0.45% 58
2023
Q4
$270K Hold
5,450
0.38% 68
2023
Q3
$237K Hold
5,450
0.27% 97
2023
Q2
$231K Buy
+5,450
New +$231K 0.25% 99