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 |
|