Symphony Financial’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.1M Buy
224,641
+108,091
+93% +$17.8M 4.86% 2
2025
Q1
$13M Sell
116,550
-129,412
-53% -$14.4M 7.71% 2
2024
Q4
$34.7M Buy
245,962
+29,514
+14% +$4.17M 5.46% 2
2024
Q3
$26.1M Buy
216,448
+9,710
+5% +$1.17M 4.31% 3
2024
Q2
$25.5M Buy
206,738
+61,128
+42% +$7.54M 4.66% 3
2024
Q1
$13.2M Sell
145,610
-54,860
-27% -$4.96M 3.07% 5
2023
Q4
$11M Buy
200,470
+126,000
+169% +$6.94M 2.38% 10
2023
Q3
$3.33M Buy
74,470
+11,820
+19% +$528K 0.81% 27
2023
Q2
$2.57M Sell
62,650
-23,220
-27% -$953K 0.63% 40
2023
Q1
$2.36M Buy
85,870
+10,440
+14% +$286K 0.61% 38
2022
Q4
$1.16M Buy
75,430
+15,390
+26% +$238K 0.31% 65
2022
Q3
$734K Sell
60,040
-16,150
-21% -$197K 0.24% 93
2022
Q2
$1.18M Sell
76,190
-28,500
-27% -$440K 0.35% 64
2022
Q1
$2.5M Buy
104,690
+28,840
+38% +$690K 0.59% 34
2021
Q4
$2.28M Buy
75,850
+18,480
+32% +$556K 0.63% 34
2021
Q3
$1.18M Sell
57,370
-108,430
-65% -$2.22M 0.41% 48
2021
Q2
$3.31M Sell
165,800
-117,840
-42% -$2.35M 1.13% 20
2021
Q1
$4.48M Buy
283,640
+96,320
+51% +$1.52M 1.18% 18
2020
Q4
$2.46M Sell
187,320
-1,600
-0.8% -$21K 0.88% 27
2020
Q3
$2.56M Buy
188,920
+86,400
+84% +$1.17M 1.04% 23
2020
Q2
$974K Buy
+102,520
New +$974K 0.47% 39