Waldron Private Wealth’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
43,896
+150
| +0.3% | +$23.7K | 0.3% | 44 |
|
|
2025
Q1 | $4.74M | Sell |
43,746
-128,954
| -75% | -$14M | 0.22% | 56 |
|
|
2024
Q4 | $23.2M | Sell |
172,700
-50,168
| -23% | -$6.74M | 0.93% | 22 |
|
|
2024
Q3 | $27.1M | Buy |
222,868
+4,550
| +2% | +$553K | 1.12% | 19 |
|
|
2024
Q2 | $27M | Sell |
218,318
-412
| -0.2% | -$50.9K | 1.21% | 17 |
|
|
2024
Q1 | $19.8M | Buy |
218,730
+6,370
| +3% | +$576K | 0.89% | 23 |
|
|
2023
Q4 | $10.5M | Buy |
212,360
+5,020
| +2% | +$249K | 0.5% | 35 |
|
|
2023
Q3 | $9.02M | Buy |
207,340
+2,690
| +1% | +$117K | 0.47% | 35 |
|
|
2023
Q2 | $8.66M | Sell |
204,650
-20,530
| -9% | -$868K | 0.43% | 36 |
|
|
2023
Q1 | $6.26M | Buy |
225,180
+22,630
| +11% | +$629K | 0.3% | 44 |
|
|
2022
Q4 | $2.46M | Hold |
202,550
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $2.46M | Buy |
202,550
+4,260
| +2% | +$51.7K | 0.15% | 92 |
|
|
2022
Q2 | $3.01M | Buy |
198,290
+6,410
| +3% | +$97.2K | 0.17% | 82 |
|
|
2022
Q1 | $5.24M | Buy |
191,880
+11,790
| +7% | +$322K | 0.27% | 58 |
|
|
2021
Q4 | $5.3M | Buy |
180,090
+9,270
| +5% | +$273K | 0.26% | 59 |
|
|
2021
Q3 | $3.54M | Buy |
170,820
+22,300
| +15% | +$462K | 0.21% | 69 |
|
|
2021
Q2 | $2.97M | Buy |
148,520
+760
| +0.5% | +$15.2K | 0.19% | 70 |
|
|
2021
Q1 | $1.97M | Buy |
147,760
+8,320
| +6% | +$111K | 0.14% | 88 |
|
|
2020
Q4 | $1.82M | Sell |
139,440
-280
| -0.2% | -$3.66K | 0.14% | 93 |
|
|
2020
Q3 | $1.89M | Sell |
139,720
-26,960
| -16% | -$365K | 0.16% | 82 |
|
|
2020
Q2 | $1.58M | Sell |
166,680
-12,600
| -7% | -$120K | 0.14% | 83 |
|
|
2020
Q1 | $1.18M | Buy |
179,280
+16,800
| +10% | +$111K | 0.13% | 93 |
|
|
2019
Q4 | $955K | Buy |
162,480
+113,680
| +233% | +$668K | 0.09% | 110 |
|
|
2019
Q3 | $212K | Buy |
+48,800
| New | +$212K | 0.02% | 232 |
|
|
2019
Q2 | – | Sell |
-56,240
| Closed | -$252K | – | 258 |
|
|
2019
Q1 | $252K | Buy |
+56,240
| New | +$252K | 0.03% | 214 |
|
|
2018
Q4 | – | Sell |
-45,560
| Closed | -$320K | – | 223 |
|
|
2018
Q3 | $320K | Buy |
45,560
+6,040
| +15% | +$42.4K | 0.06% | 139 |
|
|
2018
Q2 | $234K | Buy |
+39,520
| New | +$234K | 0.05% | 155 |
|