Triad Wealth Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.41M Buy
46,888
+17,000
+57% +$2.69M 1.5% 16
2025
Q1
$3.24M Buy
29,888
+5,526
+23% +$599K 1.01% 24
2024
Q4
$3.27M Buy
24,362
+4,338
+22% +$583K 1.18% 21
2024
Q3
$2.43M Buy
20,024
+3,240
+19% +$393K 1.29% 26
2024
Q2
$2.07M Buy
16,784
+6,444
+62% +$796K 1.09% 20
2024
Q1
$934K Buy
+10,340
New +$934K 0.72% 21