Allworth Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210M | Buy |
1,328,507
+652,174
| +96% | +$103M | 1.01% | 18 |
|
|
2025
Q1 | $72M | Buy |
676,333
+90,152
| +15% | +$9.59M | 0.41% | 31 |
|
|
2024
Q4 | $86.2M | Buy |
586,181
+66,367
| +13% | +$9.76M | 0.47% | 28 |
|
|
2024
Q3 | $63.1M | Buy |
519,814
+16,285
| +3% | +$1.98M | 0.38% | 31 |
|
|
2024
Q2 | $59.4M | Buy |
503,529
+57,529
| +13% | +$6.78M | 0.38% | 31 |
|
|
2024
Q1 | $40.3M | Buy |
446,000
+70,240
| +19% | +$6.35M | 0.28% | 41 |
|
|
2023
Q4 | $18.6M | Buy |
375,760
+79,120
| +27% | +$3.92M | 0.14% | 65 |
|
|
2023
Q3 | $12.9M | Buy |
296,640
+41,750
| +16% | +$1.82M | 0.11% | 79 |
|
|
2023
Q2 | $10.8M | Buy |
254,890
+5,470
| +2% | +$231K | 0.09% | 93 |
|
|
2023
Q1 | $6.93M | Buy |
249,420
+15,560
| +7% | +$432K | 0.07% | 130 |
|
|
2022
Q4 | $3.42M | Buy |
233,860
+25,050
| +12% | +$366K | 0.04% | 184 |
|
|
2022
Q3 | $2.54M | Buy |
208,810
+7,120
| +4% | +$86.4K | 0.03% | 202 |
|
|
2022
Q2 | $3.06M | Buy |
201,690
+17,230
| +9% | +$261K | 0.04% | 176 |
|
|
2022
Q1 | $5.03M | Buy |
184,460
+120,070
| +186% | +$3.28M | 0.06% | 137 |
|
|
2021
Q4 | $1.89M | Buy |
64,390
+11,500
| +22% | +$338K | 0.03% | 206 |
|
|
2021
Q3 | $1.1M | Buy |
52,890
+9,530
| +22% | +$197K | 0.02% | 225 |
|
|
2021
Q2 | $868K | Sell |
43,360
-1,440
| -3% | -$28.8K | 0.02% | 195 |
|
|
2021
Q1 | $598K | Buy |
44,800
+2,480
| +6% | +$33.1K | 0.01% | 217 |
|
|
2020
Q4 | $553K | Buy |
42,320
+5,480
| +15% | +$71.6K | 0.01% | 164 |
|
|
2020
Q3 | $499K | Sell |
36,840
-6,840
| -16% | -$92.6K | 0.02% | 152 |
|
|
2020
Q2 | $415K | Buy |
43,680
+8,560
| +24% | +$81.3K | 0.01% | 166 |
|
|
2020
Q1 | $231K | Buy |
35,120
+320
| +0.9% | +$2.11K | 0.01% | 226 |
|
|
2019
Q4 | $205K | Buy |
34,800
+4,240
| +14% | +$25K | 0.01% | 191 |
|
|
2019
Q3 | $133K | Hold |
30,560
| – | – | 0.01% | 205 |
|
|
2019
Q2 | $126K | Sell |
30,560
-320
| -1% | -$1.32K | ﹤0.01% | 208 |
|
|
2019
Q1 | $139K | Buy |
30,880
+2,760
| +10% | +$12.4K | 0.01% | 202 |
|
|
2018
Q4 | $94K | Sell |
28,120
-3,080
| -10% | -$10.3K | ﹤0.01% | 220 |
|
|
2018
Q3 | $219K | Sell |
31,200
-480
| -2% | -$3.37K | 0.01% | 146 |
|
|
2018
Q2 | $188K | Buy |
31,680
+5,160
| +19% | +$30.6K | 0.01% | 154 |
|
|
2018
Q1 | $154K | Sell |
26,520
-2,800
| -10% | -$16.3K | 0.01% | 139 |
|
|
2017
Q4 | $142K | Sell |
29,320
-5,400
| -16% | -$26.2K | 0.01% | 141 |
|
|
2017
Q3 | $155K | Sell |
34,720
-520
| -1% | -$2.32K | 0.01% | 128 |
|
|
2017
Q2 | $127K | Buy |
35,240
+3,960
| +13% | +$14.3K | 0.01% | 156 |
|
|
2017
Q1 | $85K | Buy |
31,280
+40
| +0.1% | +$109 | 0.01% | 177 |
|
|
2016
Q4 | $83K | Sell |
31,240
-11,080
| -26% | -$29.4K | 0.01% | 171 |
|
|
2016
Q3 | $73K | Buy |
42,320
+6,440
| +18% | +$11.1K | 0.01% | 180 |
|
|
2016
Q2 | $42K | Buy |
35,880
+5,120
| +17% | +$5.99K | ﹤0.01% | 220 |
|
|
2016
Q1 | $27K | Hold |
30,760
| – | – | ﹤0.01% | 273 |
|
|
2015
Q4 | $25K | Sell |
30,760
-36,800
| -54% | -$29.9K | ﹤0.01% | 273 |
|
|
2015
Q3 | $42K | Hold |
67,560
| – | – | 0.01% | 223 |
|
|
2015
Q2 | $34K | Hold |
67,560
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $35K | Buy |
+67,560
| New | +$35K | 0.01% | 239 |
|