Whelan Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
25,780
-604
| -2% | -$95.4K | 1.47% | 11 |
|
|
2025
Q1 | $2.86M | Buy |
26,384
+10
| +0% | +$1.08K | 1.11% | 12 |
|
|
2024
Q4 | $3.54M | Buy |
26,374
+10,035
| +61% | +$1.35M | 1.39% | 11 |
|
|
2024
Q3 | $1.98M | Buy |
16,339
+1,647
| +11% | +$200K | 0.82% | 11 |
|
|
2024
Q2 | $1.82M | Buy |
14,692
+2,742
| +23% | +$339K | 0.81% | 12 |
|
|
2024
Q1 | $1.08M | Buy |
11,950
+3,060
| +34% | +$277K | 0.49% | 18 |
|
|
2023
Q4 | $440K | Buy |
8,890
+2,210
| +33% | +$109K | 0.21% | 25 |
|
|
2023
Q3 | $291K | Buy |
6,680
+1,610
| +32% | +$70.1K | 0.15% | 28 |
|
|
2023
Q2 | $215K | Buy |
+5,070
| New | +$215K | 0.11% | 30 |
|