Synergy Financial Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
66,959
+874
+1% +$138K 7.79% 1
2025
Q1
$7.16M Buy
66,085
+1,982
+3% +$215K 6.43% 2
2024
Q4
$8.61M Sell
64,103
-4,470
-7% -$600K 7.18% 2
2024
Q3
$8.33M Buy
68,573
+101
+0.1% +$12.3K 7.91% 2
2024
Q2
$8.46M Buy
68,472
+1,512
+2% +$187K 8.86% 1
2024
Q1
$6.05M Sell
66,960
-14,730
-18% -$1.33M 6.82% 3
2023
Q4
$4.05M Sell
81,690
-6,790
-8% -$336K 4.96% 5
2023
Q3
$3.85M Sell
88,480
-1,720
-2% -$74.8K 5.37% 5
2023
Q2
$3.82M Sell
90,200
-41,650
-32% -$1.76M 5.15% 6
2023
Q1
$3.66M Sell
131,850
-11,620
-8% -$323K 5.96% 3
2022
Q4
$2.1M Sell
143,470
-17,060
-11% -$249K 4.14% 5
2022
Q3
$1.95M Sell
160,530
-5,470
-3% -$66.4K 2.92% 5
2022
Q2
$2.52M Sell
166,000
-4,240
-2% -$64.3K 3.94% 5
2022
Q1
$4.65M Buy
170,240
+1,640
+1% +$44.7K 4.88% 3
2021
Q4
$4.96M Buy
+168,600
New +$4.96M 4.45% 5