Willner & Heller’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Sell |
41,117
-1,069
| -3% | -$169K | 5.47% | 1 |
|
|
2025
Q1 | $4.57M | Buy |
42,186
+301
| +0.7% | +$32.6K | 4.23% | 1 |
|
|
2024
Q4 | $5.62M | Sell |
41,885
-4,561
| -10% | -$613K | 4.93% | 1 |
|
|
2024
Q3 | $5.64M | Sell |
46,446
-1,879
| -4% | -$228K | 5.03% | 1 |
|
|
2024
Q2 | $5.97M | Sell |
48,325
-3,725
| -7% | -$460K | 5.72% | 1 |
|
|
2024
Q1 | $4.7M | Sell |
52,050
-11,730
| -18% | -$1.06M | 4.68% | 1 |
|
|
2023
Q4 | $3.16M | Buy |
+63,780
| New | +$3.16M | 3.53% | 3 |
|
|
2022
Q4 | $1.09M | Buy |
74,660
+4,770
| +7% | +$69.7K | 1.55% | 11 |
|
|
2022
Q3 | $848K | Buy |
69,890
+11,310
| +19% | +$137K | 1.37% | 17 |
|
|
2022
Q2 | $888K | Buy |
58,580
+5,390
| +10% | +$81.7K | 1.38% | 17 |
|
|
2022
Q1 | $1.56M | Sell |
53,190
-5,770
| -10% | -$170K | 1.92% | 7 |
|
|
2021
Q4 | $1.22M | Buy |
+58,960
| New | +$1.22M | 1.62% | 11 |
|