Waterford 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 | $928K | Buy |
14,018
+8,008
| +133% | +$530K | 0.34% | 27 |
|
|
2025
Q1 | $651K | Buy |
6,010
+734
| +14% | +$79.6K | 0.27% | 29 |
|
|
2024
Q4 | $709K | Sell |
5,276
-1,034
| -16% | -$139K | 0.36% | 23 |
|
|
2024
Q3 | $766K | Sell |
6,310
-300
| -5% | -$36.4K | 0.39% | 23 |
|
|
2024
Q2 | $817K | Buy |
6,610
+650
| +11% | +$80.3K | 0.34% | 27 |
|
|
2024
Q1 | $539K | Hold |
5,960
| – | – | 0.23% | 32 |
|
|
2023
Q4 | $295K | Hold |
5,960
| – | – | 0.14% | 42 |
|
|
2023
Q3 | $259K | Buy |
5,960
+1,000
| +20% | +$43.5K | 0.15% | 40 |
|
|
2023
Q2 | $210K | Buy |
+4,960
| New | +$210K | 0.1% | 51 |
|