Wharton Business 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 | $2.48M | Buy |
15,711
+1,560
| +11% | +$246K | 0.1% | 64 |
|
|
2025
Q1 | $1.53M | Hold |
14,151
| – | – | 0.07% | 69 |
|
|
2024
Q4 | $1.9M | Sell |
14,151
-1,115
| -7% | -$150K | 0.09% | 66 |
|
|
2024
Q3 | $1.85M | Sell |
15,266
-440
| -3% | -$53.4K | 0.08% | 71 |
|
|
2024
Q2 | $1.94M | Buy |
15,706
+1,656
| +12% | +$205K | 0.1% | 65 |
|
|
2024
Q1 | $1.27M | Hold |
14,050
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $696K | Sell |
14,050
-2,350
| -14% | -$116K | 0.04% | 84 |
|
|
2023
Q3 | $713K | Hold |
16,400
| – | – | 0.04% | 85 |
|
|
2023
Q2 | $694K | Sell |
16,400
-2,500
| -13% | -$106K | 0.05% | 80 |
|
|
2023
Q1 | $524K | Hold |
18,900
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $276K | Hold |
18,900
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $229K | Hold |
18,900
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $287K | Hold |
18,900
| – | – | 0.02% | 109 |
|
|
2022
Q1 | $516K | Hold |
18,900
| – | – | 0.03% | 84 |
|
|
2021
Q4 | $556K | Sell |
18,900
-3,100
| -14% | -$91.2K | 0.03% | 89 |
|
|
2021
Q3 | $456K | Hold |
22,000
| – | – | 0.05% | 47 |
|
|
2021
Q2 | $440K | Hold |
22,000
| – | – | 0.03% | 84 |
|
|
2021
Q1 | $294K | Hold |
22,000
| – | – | 0.02% | 102 |
|
|
2020
Q4 | $287K | Hold |
22,000
| – | – | 0.02% | 101 |
|
|
2020
Q3 | $298K | Hold |
22,000
| – | – | 0.03% | 91 |
|
|
2020
Q2 | $209K | Buy |
+22,000
| New | +$209K | 0.02% | 107 |
|