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 |
|