Wealthspan 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 | $1.51M | Buy |
9,570
+307
| +3% | +$48.5K | 0.63% | 35 |
|
|
2025
Q1 | $1M | Buy |
9,263
+1,346
| +17% | +$146K | 0.46% | 40 |
|
|
2024
Q4 | $1.06M | Sell |
7,917
-294
| -4% | -$39.5K | 0.51% | 36 |
|
|
2024
Q3 | $997K | Buy |
8,211
+183
| +2% | +$22.2K | 0.49% | 38 |
|
|
2024
Q2 | $992K | Buy |
8,028
+568
| +8% | +$70.2K | 0.55% | 34 |
|
|
2024
Q1 | $674K | Buy |
7,460
+340
| +5% | +$30.7K | 0.4% | 46 |
|
|
2023
Q4 | $353K | Sell |
7,120
-960
| -12% | -$47.6K | 0.25% | 60 |
|
|
2023
Q3 | $351K | Buy |
8,080
+210
| +3% | +$9.13K | 0.28% | 58 |
|
|
2023
Q2 | $333K | Buy |
+7,870
| New | +$333K | 0.26% | 59 |
|
|
2022
Q3 | – | Sell |
-18,820
| Closed | -$285K | – | 66 |
|
|
2022
Q2 | $285K | Buy |
18,820
+7,420
| +65% | +$112K | 0.29% | 55 |
|
|
2022
Q1 | $311K | Sell |
11,400
-850
| -7% | -$23.2K | 0.28% | 58 |
|
|
2021
Q4 | $360K | Buy |
+12,250
| New | +$360K | 0.32% | 51 |
|