TFO Wealth Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,940
Closed -$843K 25
2024
Q3
$843K Buy
6,940
+3,220
+87% +$391K 0.15% 24
2024
Q2
$460K Buy
3,720
+250
+7% +$30.9K 0.09% 30
2024
Q1
$314K Sell
3,470
-380
-10% -$34.3K 0.06% 32
2023
Q4
$191K Sell
3,850
-1,780
-32% -$88.1K 0.04% 36
2023
Q3
$238K Buy
5,630
+20
+0.4% +$846 0.05% 42
2023
Q2
$237K Buy
5,610
+1,950
+53% +$82.5K 0.05% 39
2023
Q1
$102K Buy
3,660
+3,610
+7,220% +$100K 0.02% 56
2022
Q4
$130 Sell
50
-110
-69% -$286 ﹤0.01% 716
2022
Q3
$2K Sell
160
-1,720
-91% -$21.5K ﹤0.01% 121
2022
Q2
$28K Buy
+1,880
New +$28K 0.01% 78
2021
Q4
Sell
-10
Closed 178
2021
Q3
$0 Buy
+10
New ﹤0.01% 172
2021
Q2
Sell
-12,000
Closed -$160K 156
2021
Q1
$160K Buy
12,000
+9,880
+466% +$132K 0.05% 39
2020
Q4
$28K Hold
2,120
0.01% 60
2020
Q3
$29K Sell
2,120
-400
-16% -$5.47K 0.01% 57
2020
Q2
$24K Buy
2,520
+400
+19% +$3.81K 0.01% 61
2020
Q1
$13K Buy
+2,120
New +$13K 0.01% 88