Von Berge Wealth Management Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Hold
7,970
0.75% 28
2025
Q1
$848K Hold
7,970
0.55% 32
2024
Q4
$993K Hold
7,970
0.6% 30
2024
Q3
$1.16M Sell
7,970
-1,240
-13% -$181K 0.72% 29
2024
Q2
$1.14M Sell
9,210
-1,000
-10% -$124K 0.73% 30
2024
Q1
$923K Buy
10,210
+1,240
+14% +$112K 0.59% 31
2023
Q4
$491K Sell
8,970
-310
-3% -$17K 0.38% 39
2023
Q3
$404K Sell
9,280
-20
-0.2% -$870 0.34% 37
2023
Q2
$393K Buy
9,300
+240
+3% +$10.2K 0.33% 36
2023
Q1
$253K Buy
+9,060
New +$253K 0.23% 49
2022
Q2
Sell
-10,320
Closed -$219K 63
2022
Q1
$219K Buy
10,320
+100
+1% +$2.12K 0.2% 64
2021
Q4
$250K Buy
+10,220
New +$250K 0.23% 53