Sendero 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
$29.2M Buy
184,571
+4,225
+2% +$668K 3.64% 4
2025
Q1
$19.5M Buy
180,346
+39,052
+28% +$4.23M 2.71% 8
2024
Q4
$19M Buy
141,294
+4,969
+4% +$667K 2.83% 6
2024
Q3
$16.6M Buy
136,325
+3,507
+3% +$426K 2.61% 7
2024
Q2
$16.4M Sell
132,818
-34,472
-21% -$4.26M 2.76% 7
2024
Q1
$15.1M Sell
167,290
-3,390
-2% -$306K 2.6% 7
2023
Q4
$8.45M Buy
170,680
+4,270
+3% +$211K 1.59% 9
2023
Q3
$7.24M Buy
166,410
+24,020
+17% +$1.04M 1.55% 10
2023
Q2
$6.02M Buy
142,390
+47,430
+50% +$2.01M 1.32% 11
2023
Q1
$2.64M Buy
94,960
+7,820
+9% +$217K 0.81% 26
2022
Q4
$1.27M Buy
87,140
+21,220
+32% +$310K 0.45% 46
2022
Q3
$800K Buy
65,920
+3,740
+6% +$45.4K 0.33% 50
2022
Q2
$943K Buy
62,180
+8,530
+16% +$129K 0.9% 30
2022
Q1
$1.46M Sell
53,650
-31,860
-37% -$869K 0.68% 20
2021
Q4
$2.52M Buy
+85,510
New +$2.52M 1.12% 15