Wetzel Investment 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 | $1.2M | Buy |
7,591
+125
| +2% | +$19.8K | 0.55% | 34 |
|
2025
Q1 | $809K | Buy |
7,466
+409
| +6% | +$44.3K | 0.41% | 43 |
|
2024
Q4 | $948K | Sell |
7,057
-211
| -3% | -$28.3K | 0.47% | 40 |
|
2024
Q3 | $883K | Buy |
7,268
+6,858
| +1,673% | +$833K | 0.44% | 43 |
|
2024
Q2 | $370K | Sell |
410
-4,500
| -92% | -$4.07M | 0.21% | 78 |
|
2024
Q1 | $416K | Sell |
4,910
-130
| -3% | -$11K | 0.24% | 71 |
|
2023
Q4 | $250K | Buy |
+5,040
| New | +$250K | 0.15% | 97 |
|