WorthPointe’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
6,044
-645
| -10% | -$102K | 0.4% | 34 |
|
|
2025
Q1 | $725K | Sell |
6,689
-530
| -7% | -$57.4K | 0.32% | 38 |
|
|
2024
Q4 | $969K | Buy |
7,219
+519
| +8% | +$69.7K | 0.39% | 31 |
|
|
2024
Q3 | $814K | Buy |
6,700
+1,327
| +25% | +$161K | 0.34% | 33 |
|
|
2024
Q2 | $664K | Buy |
5,373
+1,223
| +29% | +$151K | 0.3% | 37 |
|
|
2024
Q1 | $375K | Buy |
+4,150
| New | +$375K | 0.19% | 44 |
|
|
2023
Q4 | – | Sell |
-5,920
| Closed | -$258K | – | 81 |
|
|
2023
Q3 | $258K | Buy |
+5,920
| New | +$258K | 0.15% | 56 |
|