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Ullmann Wealth Partners Group’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.28M Buy
27,092
+3,852
+17% +$609K 0.51% 32
2025
Q1
$2.52M Buy
23,240
+1,976
+9% +$214K 0.33% 33
2024
Q4
$2.86M Buy
21,264
+423
+2% +$56.8K 0.37% 32
2024
Q3
$2.53M Sell
20,841
-2,219
-10% -$269K 0.33% 35
2024
Q2
$2.85M Buy
23,060
+20,897
+966% +$2.58M 0.41% 31
2024
Q1
$1.95M Buy
2,163
+416
+24% +$376K 0.29% 37
2023
Q4
$865K Buy
1,747
+462
+36% +$229K 0.14% 48
2023
Q3
$559K Buy
1,285
+245
+24% +$107K 0.1% 56
2023
Q2
$440K Buy
1,040
+77
+8% +$32.6K 0.09% 63
2023
Q1
$268K Buy
+963
New +$268K 0.06% 77