Trademark Financial Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
2,587
-540
-17% -$85.3K 0.25% 62
2025
Q1
$339K Sell
3,127
-31
-1% -$3.36K 0.26% 70
2024
Q4
$424K Buy
3,158
+19
+0.6% +$2.55K 0.34% 59
2024
Q3
$381K Buy
3,139
+19
+0.6% +$2.31K 0.3% 62
2024
Q2
$385K Buy
3,120
+60
+2% +$7.41K 0.31% 64
2024
Q1
$276K Buy
+3,060
New +$276K 0.23% 69