Wealthquest’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
18,504
+621
| +3% | +$98.1K | 0.23% | 28 |
|
|
2025
Q1 | $1.94M | Buy |
17,883
+258
| +1% | +$28K | 0.16% | 32 |
|
|
2024
Q4 | $2.37M | Sell |
17,625
-412
| -2% | -$55.3K | 0.19% | 33 |
|
|
2024
Q3 | $2.11M | Buy |
18,037
+417
| +2% | +$48.8K | 0.19% | 33 |
|
|
2024
Q2 | $2.18M | Sell |
17,620
-1,890
| -10% | -$233K | 0.23% | 32 |
|
|
2024
Q1 | $1.76M | Buy |
19,510
+590
| +3% | +$53.3K | 0.19% | 34 |
|
|
2023
Q4 | $937K | Sell |
18,920
-50
| -0.3% | -$2.48K | 0.1% | 54 |
|
|
2023
Q3 | $825K | Sell |
18,970
-11,570
| -38% | -$503K | 0.1% | 54 |
|
|
2023
Q2 | $1.29M | Sell |
30,540
-950
| -3% | -$40.2K | 0.15% | 46 |
|
|
2023
Q1 | $875K | Sell |
31,490
-12,610
| -29% | -$350K | 0.11% | 52 |
|
|
2022
Q4 | $645K | Buy |
44,100
+500
| +1% | +$7.31K | 0.08% | 68 |
|
|
2022
Q3 | $529K | Buy |
43,600
+910
| +2% | +$11K | 0.07% | 74 |
|
|
2022
Q2 | $647K | Buy |
42,690
+1,390
| +3% | +$21.1K | 0.1% | 65 |
|
|
2022
Q1 | $1.21M | Hold |
41,300
| – | – | 0.19% | 50 |
|
|
2021
Q4 | $1.21M | Buy |
41,300
+500
| +1% | +$14.7K | 0.19% | 50 |
|
|
2021
Q3 | $845K | Buy |
40,800
+1,000
| +3% | +$20.7K | 0.14% | 58 |
|
|
2021
Q2 | $796K | Hold |
39,800
| – | – | 0.14% | 62 |
|
|
2021
Q1 | $531K | Sell |
39,800
-440
| -1% | -$5.87K | 0.1% | 77 |
|
|
2020
Q4 | $525K | Buy |
40,240
+640
| +2% | +$8.35K | 0.11% | 72 |
|
|
2020
Q3 | $535K | Hold |
39,600
| – | – | 0.13% | 64 |
|
|
2020
Q2 | $376K | Buy |
+39,600
| New | +$376K | 0.1% | 72 |
|
|
2019
Q4 | $209K | Buy |
+35,640
| New | +$209K | 0.06% | 130 |
|