Straight Path 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 | $422K | Sell |
2,668
-152
| -5% | -$24K | 0.14% | 65 |
|
|
2025
Q1 | $306K | Buy |
2,820
+373
| +15% | +$40.4K | 0.12% | 73 |
|
|
2024
Q4 | $329K | Buy |
2,447
+658
| +37% | +$88.4K | 0.13% | 73 |
|
|
2024
Q3 | $217K | Buy |
+1,789
| New | +$217K | 0.09% | 91 |
|
|
2024
Q1 | – | Sell |
-21,350
| Closed | -$1.06M | – | 98 |
|
|
2023
Q4 | $1.06M | Sell |
21,350
-300
| -1% | -$14.9K | 0.62% | 23 |
|
|
2023
Q3 | $942K | Buy |
21,650
+400
| +2% | +$17.4K | 0.64% | 21 |
|
|
2023
Q2 | $899K | Sell |
21,250
-250
| -1% | -$10.6K | 0.62% | 20 |
|
|
2023
Q1 | $597K | Hold |
21,500
| – | – | 0.48% | 31 |
|
|
2022
Q4 | $314K | Hold |
21,500
| – | – | 0.3% | 46 |
|
|
2022
Q3 | $261K | Buy |
+21,500
| New | +$261K | 0.23% | 59 |
|