AO
Advisor OS’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
139,010
+12,050
| +9% | +$1.9M | 2.16% | 10 |
|
|
2025
Q1 | $13.8M | Buy |
126,960
+1,789
| +1% | +$194K | 1.57% | 16 |
|
|
2024
Q4 | $16.8M | Sell |
125,171
-581
| -0.5% | -$78K | 1.95% | 12 |
|
|
2024
Q3 | $15.3M | Buy |
125,752
+6,301
| +5% | +$765K | 1.52% | 19 |
|
|
2024
Q2 | $14.8M | Buy |
119,451
+106,043
| +791% | +$13.1M | 1.62% | 15 |
|
|
2024
Q1 | $12.1M | Buy |
13,408
+728
| +6% | +$658K | 1.39% | 16 |
|
|
2023
Q4 | $6.28M | Sell |
12,680
-543
| -4% | -$269K | 0.82% | 22 |
|
|
2023
Q3 | $5.75M | Buy |
13,223
+1,302
| +11% | +$566K | 0.86% | 23 |
|
|
2023
Q2 | $5.04M | Buy |
11,921
+1,779
| +18% | +$753K | 0.83% | 23 |
|
|
2023
Q1 | $2.82M | Buy |
10,142
+1,871
| +23% | +$520K | 0.68% | 32 |
|
|
2022
Q4 | $1.21M | Buy |
8,271
+1,490
| +22% | +$218K | 0.32% | 78 |
|
|
2022
Q3 | $823K | Sell |
6,781
-1,042
| -13% | -$126K | 0.25% | 82 |
|
|
2022
Q2 | $1.19M | Sell |
7,823
-210
| -3% | -$31.8K | 0.35% | 62 |
|
|
2022
Q1 | $2.19M | Sell |
8,033
-1,050
| -12% | -$287K | 0.64% | 33 |
|
|
2021
Q4 | $2.67M | Buy |
9,083
+479
| +6% | +$141K | 0.55% | 44 |
|
|
2021
Q3 | $1.78M | Buy |
8,604
+6,489
| +307% | +$1.34M | 0.39% | 60 |
|
|
2021
Q2 | $1.69M | Buy |
+2,115
| New | +$1.69M | 0.35% | 55 |
|