Wellspring Financial 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 | $6.09M | Buy |
36,220
+6,339
| +21% | +$1.07M | 0.61% | 27 |
|
|
2025
Q1 | $3.62M | Sell |
29,881
-478
| -2% | -$58K | 0.4% | 28 |
|
|
2024
Q4 | $4.45M | Sell |
30,359
-15,821
| -34% | -$2.32M | 0.47% | 28 |
|
|
2024
Q3 | $5.99M | Buy |
46,180
+11,411
| +33% | +$1.48M | 0.71% | 24 |
|
|
2024
Q2 | $4.68M | Buy |
34,769
+2,979
| +9% | +$401K | 0.64% | 24 |
|
|
2024
Q1 | $2.87M | Buy |
31,790
+5,940
| +23% | +$537K | 0.45% | 32 |
|
|
2023
Q4 | $1.28M | Buy |
25,850
+3,850
| +18% | +$191K | 0.32% | 44 |
|
|
2023
Q3 | $957K | Buy |
22,000
+5,310
| +32% | +$231K | 0.28% | 50 |
|
|
2023
Q2 | $706K | Hold |
16,690
| – | – | 0.2% | 52 |
|
|
2023
Q1 | $464K | Sell |
16,690
-10,650
| -39% | -$296K | 0.14% | 65 |
|
|
2022
Q4 | $400K | Buy |
27,340
+9,450
| +53% | +$138K | 0.13% | 70 |
|
|
2022
Q3 | $217K | Sell |
17,890
-1,590
| -8% | -$19.3K | 0.08% | 77 |
|
|
2022
Q2 | $295K | Buy |
19,480
+100
| +0.5% | +$1.51K | 0.1% | 68 |
|
|
2022
Q1 | $529K | Buy |
19,380
+600
| +3% | +$16.4K | 0.16% | 53 |
|
|
2021
Q4 | $553K | Hold |
18,780
| – | – | 0.15% | 55 |
|
|
2021
Q3 | $389K | Buy |
18,780
+940
| +5% | +$19.5K | 0.12% | 61 |
|
|
2021
Q2 | $357K | Buy |
+17,840
| New | +$357K | 0.11% | 63 |
|
|
2021
Q1 | – | Sell |
-17,480
| Closed | -$228K | – | 105 |
|
|
2020
Q4 | $228K | Sell |
17,480
-560
| -3% | -$7.3K | 0.08% | 80 |
|
|
2020
Q3 | $244K | Buy |
+18,040
| New | +$244K | 0.1% | 75 |
|