Wells Trecaso Financial 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 | $1.88M | Buy |
11,889
+1,152
| +11% | +$182K | 0.58% | 37 |
|
|
2025
Q1 | $1.16M | Buy |
10,737
+116
| +1% | +$12.6K | 0.39% | 47 |
|
|
2024
Q4 | $1.43M | Sell |
10,621
-121
| -1% | -$16.2K | 0.47% | 44 |
|
|
2024
Q3 | $1.3M | Buy |
10,742
+419
| +4% | +$50.9K | 0.43% | 44 |
|
|
2024
Q2 | $1.28M | Buy |
10,323
+173
| +2% | +$21.4K | 0.44% | 44 |
|
|
2024
Q1 | $917K | Sell |
10,150
-1,020
| -9% | -$92.2K | 0.32% | 48 |
|
|
2023
Q4 | $553K | Sell |
11,170
-420
| -4% | -$20.8K | 0.22% | 51 |
|
|
2023
Q3 | $504K | Buy |
11,590
+50
| +0.4% | +$2.18K | 0.22% | 54 |
|
|
2023
Q2 | $488K | Sell |
11,540
-180
| -2% | -$7.61K | 0.21% | 55 |
|
|
2023
Q1 | $326K | Buy |
+11,720
| New | +$326K | 0.15% | 66 |
|
|
2022
Q2 | – | Sell |
-11,160
| Closed | -$304K | – | 85 |
|
|
2022
Q1 | $304K | Buy |
+11,160
| New | +$304K | 0.14% | 70 |
|