Wealth Management Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.7M | Sell |
181,118
-692
| -0.4% | -$110K | 10.13% | 1 |
|
2025
Q1 | $19.7M | Sell |
181,810
-1,492
| -0.8% | -$162K | 9.13% | 1 |
|
2024
Q4 | $24.6M | Sell |
183,302
-3,620
| -2% | -$486K | 10.62% | 1 |
|
2024
Q3 | $22.7M | Buy |
186,922
+1,031
| +0.6% | +$125K | 10.52% | 1 |
|
2024
Q2 | $23M | Sell |
185,891
-5,219
| -3% | -$645K | 11.17% | 1 |
|
2024
Q1 | $17.3M | Sell |
191,110
-19,450
| -9% | -$1.76M | 8.77% | 2 |
|
2023
Q4 | $10.4M | Buy |
210,560
+3,000
| +1% | +$149K | 5.82% | 3 |
|
2023
Q3 | $9.03M | Sell |
207,560
-15,690
| -7% | -$682K | 5.63% | 4 |
|
2023
Q2 | $9.44M | Sell |
223,250
-27,690
| -11% | -$1.17M | 5.94% | 3 |
|
2023
Q1 | $6.97M | Sell |
250,940
-9,060
| -3% | -$252K | 4.87% | 4 |
|
2022
Q4 | $3.77M | Buy |
260,000
+10,000
| +4% | +$145K | 3.14% | 9 |
|
2022
Q3 | $3.06M | Buy |
250,000
+20,000
| +9% | +$244K | 2.69% | 11 |
|
2022
Q2 | $3.5M | Buy |
230,000
+20,000
| +10% | +$305K | 3.06% | 11 |
|
2022
Q1 | $5.82M | Buy |
210,000
+10,000
| +5% | +$277K | 4.15% | 5 |
|
2021
Q4 | $6.02M | Sell |
200,000
-11,600
| -5% | -$349K | 4.13% | 6 |
|
2021
Q3 | $4.38M | Sell |
211,600
-12,920
| -6% | -$268K | 3.25% | 10 |
|
2021
Q2 | $4.49M | Buy |
224,520
+6,920
| +3% | +$138K | 3.13% | 10 |
|
2021
Q1 | $3.08M | Buy |
217,600
+2,000
| +0.9% | +$28.3K | 2.3% | 10 |
|
2020
Q4 | $2.9M | Buy |
+215,600
| New | +$2.9M | 2.27% | 10 |
|