Trevian Wealth 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 | $545K | Buy |
3,450
+110
| +3% | +$17.4K | 0.33% | 24 |
|
|
2025
Q1 | $362K | Sell |
3,340
-1,181
| -26% | -$128K | 0.26% | 22 |
|
|
2024
Q4 | $607K | Buy |
4,521
+1
| +0% | +$134 | 0.45% | 20 |
|
|
2024
Q3 | $549K | Buy |
4,520
+100
| +2% | +$12.1K | 0.45% | 20 |
|
|
2024
Q2 | $546K | Hold |
4,420
| – | – | 2.72% | 9 |
|
|
2024
Q1 | $399K | Buy |
4,420
+200
| +5% | +$18.1K | 0.27% | 21 |
|
|
2023
Q4 | $209K | Buy |
+4,220
| New | +$209K | 0.16% | 30 |
|