WMG Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
38,362
+761
| +2% | +$120K | 2.24% | 7 |
|
|
2025
Q1 | $4.08M | Buy |
37,601
+5,687
| +18% | +$616K | 1.73% | 11 |
|
|
2024
Q4 | $4.29M | Sell |
31,914
-1,200
| -4% | -$161K | 1.85% | 8 |
|
|
2024
Q3 | $4.02M | Buy |
33,114
+14,496
| +78% | +$1.76M | 1.82% | 9 |
|
|
2024
Q2 | $2.3M | Buy |
18,618
+9,268
| +99% | +$1.14M | 1.22% | 14 |
|
|
2024
Q1 | $845K | Sell |
9,350
-1,700
| -15% | -$154K | 0.48% | 42 |
|
|
2023
Q4 | $547K | Buy |
11,050
+3,620
| +49% | +$179K | 0.36% | 55 |
|
|
2023
Q3 | $323K | Buy |
+7,430
| New | +$323K | 0.27% | 67 |
|
|
2023
Q1 | – | Sell |
-34,950
| Closed | -$511K | – | 138 |
|
|
2022
Q4 | $511K | Sell |
34,950
-2,940
| -8% | -$43K | 0.43% | 61 |
|
|
2022
Q3 | $461K | Sell |
37,890
-16,420
| -30% | -$200K | 0.42% | 64 |
|
|
2022
Q2 | $824K | Buy |
54,310
+510
| +0.9% | +$7.74K | 0.71% | 41 |
|
|
2022
Q1 | $1.47M | Buy |
53,800
+9,780
| +22% | +$266K | 1.08% | 21 |
|
|
2021
Q4 | $1.29M | Buy |
+44,020
| New | +$1.29M | 1.01% | 25 |
|