Whitney & Co’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
172,013
+35,352
| +26% | +$5.59M | 2.68% | 8 |
|
|
2025
Q1 | $14.8M | Buy |
136,661
+6,079
| +5% | +$659K | 1.57% | 22 |
|
|
2024
Q4 | $17.5M | Buy |
130,582
+2,370
| +2% | +$318K | 1.84% | 15 |
|
|
2024
Q3 | $15.6M | Buy |
128,212
+6,771
| +6% | +$822K | 1.67% | 20 |
|
|
2024
Q2 | $15M | Buy |
121,441
+27,171
| +29% | +$3.36M | 1.72% | 20 |
|
|
2024
Q1 | $8.52M | Buy |
94,270
+4,180
| +5% | +$378K | 1.02% | 33 |
|
|
2023
Q4 | $4.46M | Buy |
90,090
+8,740
| +11% | +$433K | 0.58% | 49 |
|
|
2023
Q3 | $3.54M | Buy |
81,350
+49,400
| +155% | +$2.15M | 0.53% | 48 |
|
|
2023
Q2 | $1.35M | Buy |
31,950
+3,050
| +11% | +$129K | 0.19% | 59 |
|
|
2023
Q1 | $803K | Buy |
28,900
+750
| +3% | +$20.8K | 0.13% | 73 |
|
|
2022
Q4 | $411K | Sell |
28,150
-3,000
| -10% | -$43.8K | 0.08% | 95 |
|
|
2022
Q3 | $378K | Buy |
31,150
+4,660
| +18% | +$56.5K | 0.07% | 101 |
|
|
2022
Q2 | $402K | Buy |
26,490
+4,700
| +22% | +$71.3K | 0.07% | 94 |
|
|
2022
Q1 | $595K | Buy |
21,790
+12,500
| +135% | +$341K | 0.09% | 87 |
|
|
2021
Q4 | $273K | Buy |
+9,290
| New | +$273K | 0.04% | 119 |
|
|
2018
Q4 | – | Sell |
-12,200
| Closed | -$63K | – | 330 |
|
|
2018
Q3 | $63K | Buy |
+12,200
| New | +$63K | 0.02% | 167 |
|