Wescott Financial Advisory 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 | $1.36M | Buy |
8,586
+802
| +10% | +$127K | 0.13% | 78 |
|
|
2025
Q1 | $844K | Sell |
7,784
-70
| -0.9% | -$7.59K | 0.09% | 88 |
|
|
2024
Q4 | $1.05M | Buy |
7,854
+3,906
| +99% | +$525K | 0.11% | 81 |
|
|
2024
Q3 | $479K | Buy |
3,948
+997
| +34% | +$121K | 0.05% | 117 |
|
|
2024
Q2 | $365K | Sell |
2,951
-5,019
| -63% | -$620K | 0.04% | 135 |
|
|
2024
Q1 | $720K | Sell |
7,970
-4,530
| -36% | -$409K | 0.09% | 87 |
|
|
2023
Q4 | $619K | Buy |
12,500
+500
| +4% | +$24.8K | 0.09% | 91 |
|
|
2023
Q3 | $522K | Buy |
12,000
+250
| +2% | +$10.9K | 0.1% | 96 |
|
|
2023
Q2 | $497K | Buy |
11,750
+3,620
| +45% | +$153K | 0.09% | 100 |
|
|
2023
Q1 | $226K | Buy |
+8,130
| New | +$226K | 0.05% | 141 |
|
|
2021
Q4 | – | Sell |
-11,780
| Closed | -$244K | – | 75 |
|
|
2021
Q3 | $244K | Buy |
+11,780
| New | +$244K | 0.14% | 61 |
|