Annex Advisory Services’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95M | Buy |
601,418
+57,387
| +11% | +$9.07M | 2.29% | 10 |
|
|
2025
Q1 | $59M | Buy |
544,031
+31,046
| +6% | +$3.36M | 1.67% | 16 |
|
|
2024
Q4 | $68.9M | Buy |
512,985
+118,440
| +30% | +$15.9M | 2.08% | 11 |
|
|
2024
Q3 | $47.9M | Buy |
394,545
+56,840
| +17% | +$6.9M | 1.53% | 10 |
|
|
2024
Q2 | $41.7M | Buy |
337,705
+80,905
| +32% | +$10M | 1.47% | 10 |
|
|
2024
Q1 | $23.2M | Buy |
256,800
+8,200
| +3% | +$741K | 0.82% | 24 |
|
|
2023
Q4 | $12.3M | Sell |
248,600
-74,970
| -23% | -$3.71M | 0.51% | 43 |
|
|
2023
Q3 | $14.1M | Buy |
323,570
+46,260
| +17% | +$2.01M | 0.85% | 30 |
|
|
2023
Q2 | $11.7M | Sell |
277,310
-9,640
| -3% | -$408K | 0.65% | 34 |
|
|
2023
Q1 | $7.97M | Sell |
286,950
-69,650
| -20% | -$1.93M | 0.43% | 42 |
|
|
2022
Q4 | $5.21M | Buy |
356,600
+55,940
| +19% | +$818K | 0.29% | 57 |
|
|
2022
Q3 | $3.65M | Sell |
300,660
-39,620
| -12% | -$481K | 0.25% | 66 |
|
|
2022
Q2 | $5.16M | Buy |
340,280
+18,000
| +6% | +$273K | 0.37% | 55 |
|
|
2022
Q1 | $8.79M | Buy |
322,280
+48,610
| +18% | +$1.33M | 0.64% | 25 |
|
|
2021
Q4 | $8.05M | Buy |
273,670
+2,970
| +1% | +$87.4K | 0.55% | 28 |
|
|
2021
Q3 | $5.61M | Buy |
270,700
+1,780
| +0.7% | +$36.9K | 0.46% | 36 |
|
|
2021
Q2 | $5.38M | Buy |
268,920
+240
| +0.1% | +$4.8K | 0.44% | 37 |
|
|
2021
Q1 | $3.59M | Sell |
268,680
-20,240
| -7% | -$270K | 0.35% | 53 |
|
|
2020
Q4 | $3.77M | Buy |
+288,920
| New | +$3.77M | 0.37% | 43 |
|