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 |
|