Wallace Advisory 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
$1.41M Buy
12,964
+1,430
+12% +$155K 1.02% 23
2025
Q1
$1.55M Buy
11,534
+1,690
+17% +$227K 1.07% 18
2024
Q4
$1.2M Buy
9,844
+1,302
+15% +$158K 0.83% 28
2024
Q3
$1.06M Hold
8,542
0.77% 29
2024
Q2
$1.06M Sell
8,542
-3,858
-31% -$477K 0.76% 29
2024
Q1
$614K Sell
12,400
-1,500
-11% -$74.3K 0.46% 54
2023
Q4
$605K Sell
13,900
-1,300
-9% -$56.5K 0.47% 43
2023
Q3
$643K Sell
15,200
-4,730
-24% -$200K 0.46% 42
2023
Q2
$554K Hold
19,930
0.42% 59
2023
Q1
$554K Sell
19,930
-8,970
-31% -$249K 0.42% 59
2022
Q4
$422K Buy
+28,900
New +$422K 0.33% 82