Shepherd Kaplan Krochuk’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 |
-2,431
| Closed | -$326K | – | 60 |
|
|
2024
Q4 | $326K | Buy |
+2,431
| New | +$326K | 0.27% | 45 |
|
|
2022
Q1 | – | Sell |
-9,220
| Closed | -$271K | – | 195 |
|
|
2021
Q4 | $271K | Buy |
+9,220
| New | +$271K | 0.1% | 142 |
|
|
2018
Q4 | – | Sell |
-32,000
| Closed | -$225K | – | 222 |
|
|
2018
Q3 | $225K | Buy |
+32,000
| New | +$225K | 0.12% | 162 |
|
|
2016
Q3 | – | Sell |
-194,240
| Closed | -$228K | – | 384 |
|
|
2016
Q2 | $228K | Buy |
+194,240
| New | +$228K | 0.06% | 218 |
|
|
2016
Q1 | – | Sell |
-311,160
| Closed | -$256K | – | 332 |
|
|
2015
Q4 | $256K | Sell |
311,160
-48,200
| -13% | -$39.7K | 0.07% | 209 |
|
|
2015
Q3 | $221K | Buy |
+359,360
| New | +$221K | 0.06% | 228 |
|