Surience Private Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.16M Buy
26,305
+12,731
+94% +$2.01M 3.9% 7
2025
Q1
$1.47M Buy
+13,574
New +$1.47M 2.56% 14
2023
Q3
Sell
-43,470
Closed -$1.84M 31
2023
Q2
$1.84M Buy
+43,470
New +$1.84M 2.63% 14
2022
Q2
Sell
-129,480
Closed -$3.53M 19
2022
Q1
$3.53M Sell
129,480
-32,510
-20% -$887K 3.09% 13
2021
Q4
$4.76M Buy
+161,990
New +$4.76M 3.88% 11