Whalen Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
30,328
-12,488
| -29% | -$1.97M | 3.01% | 2 |
|
|
2025
Q1 | $4.64M | Buy |
42,816
+6,172
| +17% | +$669K | 3.1% | 8 |
|
|
2024
Q4 | $4.92M | Sell |
36,644
-3,284
| -8% | -$441K | 3.41% | 3 |
|
|
2024
Q3 | $4.85M | Buy |
39,928
+3,177
| +9% | +$386K | 3.43% | 3 |
|
|
2024
Q2 | $4.54M | Sell |
36,751
-8,589
| -19% | -$1.06M | 3.6% | 5 |
|
|
2024
Q1 | $4.1M | Buy |
45,340
+7,450
| +20% | +$673K | 3.03% | 4 |
|
|
2023
Q4 | $1.88M | Buy |
+37,890
| New | +$1.88M | 1.69% | 9 |
|