Wheelhouse 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 | $1.64M | Buy |
10,353
+4,188
| +68% | +$662K | 0.81% | 15 |
|
|
2025
Q1 | $668K | Sell |
6,165
-319
| -5% | -$34.6K | 0.38% | 24 |
|
|
2024
Q4 | $871K | Buy |
6,484
+98
| +2% | +$13.2K | 0.52% | 20 |
|
|
2024
Q3 | $776K | Buy |
6,386
+56
| +0.9% | +$6.8K | 0.5% | 20 |
|
|
2024
Q2 | $777K | Buy |
6,330
+1,020
| +19% | +$125K | 0.55% | 20 |
|
|
2024
Q1 | $480K | Buy |
+5,310
| New | +$480K | 0.37% | 24 |
|