UP Strategic Wealth Investment Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Sell |
42,748
-399
| -0.9% | -$63K | 5.27% | 4 |
|
|
2025
Q1 | $4.68M | Buy |
43,147
+3,706
| +9% | +$402K | 4.16% | 6 |
|
|
2024
Q4 | $5.3M | Buy |
39,441
+6,291
| +19% | +$845K | 5.3% | 6 |
|
|
2024
Q3 | $4.03M | Buy |
33,150
+5,379
| +19% | +$653K | 4.51% | 8 |
|
|
2024
Q2 | $3.43M | Sell |
27,771
-459
| -2% | -$56.7K | 5.2% | 5 |
|
|
2024
Q1 | $2.55M | Sell |
28,230
-400
| -1% | -$36.1K | 4.17% | 6 |
|
|
2023
Q4 | $1.42M | Buy |
+28,630
| New | +$1.42M | 2.59% | 9 |
|