Wills Financial 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 | $575K | Buy |
3,638
+58
| +2% | +$9.16K | 0.25% | 48 |
|
|
2025
Q1 | $388K | Buy |
3,580
+185
| +5% | +$20.1K | 0.17% | 52 |
|
|
2024
Q4 | $456K | Buy |
3,395
+8
| +0.2% | +$1.07K | 0.2% | 50 |
|
|
2024
Q3 | $411K | Buy |
3,387
+150
| +5% | +$18.2K | 0.17% | 51 |
|
|
2024
Q2 | $400K | Sell |
3,237
-443
| -12% | -$54.7K | 0.18% | 48 |
|
|
2024
Q1 | $333K | Buy |
+3,680
| New | +$333K | 0.16% | 50 |
|
|
2023
Q3 | – | Sell |
-5,900
| Closed | -$250K | – | 68 |
|
|
2023
Q2 | $250K | Sell |
5,900
-1,820
| -24% | -$77K | 0.13% | 61 |
|
|
2023
Q1 | $214K | Buy |
+7,720
| New | +$214K | 0.12% | 62 |
|