Appleton Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
85,267
+1,232
| +1% | +$195K | 0.95% | 31 |
|
|
2025
Q1 | $9.11M | Sell |
84,035
-2,759
| -3% | -$299K | 0.7% | 51 |
|
|
2024
Q4 | $11.7M | Buy |
86,794
+4,365
| +5% | +$586K | 0.86% | 39 |
|
|
2024
Q3 | $10M | Buy |
82,429
+1,417
| +2% | +$172K | 0.74% | 46 |
|
|
2024
Q2 | $10M | Buy |
81,012
+34,222
| +73% | +$4.23M | 0.77% | 43 |
|
|
2024
Q1 | $4.23M | Sell |
46,790
-3,970
| -8% | -$359K | 0.33% | 80 |
|
|
2023
Q4 | $2.51M | Sell |
50,760
-3,850
| -7% | -$191K | 0.2% | 99 |
|
|
2023
Q3 | $2.38M | Sell |
54,610
-1,940
| -3% | -$84.4K | 0.21% | 96 |
|
|
2023
Q2 | $2.39M | Sell |
56,550
-250
| -0.4% | -$10.6K | 0.2% | 98 |
|
|
2023
Q1 | $1.58M | Sell |
56,800
-5,410
| -9% | -$150K | 0.14% | 125 |
|
|
2022
Q4 | $909K | Buy |
62,210
+1,190
| +2% | +$17.4K | 0.09% | 158 |
|
|
2022
Q3 | $741K | Buy |
61,020
+370
| +0.6% | +$4.49K | 0.07% | 167 |
|
|
2022
Q2 | $919K | Sell |
60,650
-2,640
| -4% | -$40K | 0.09% | 152 |
|
|
2022
Q1 | $1.73M | Sell |
63,290
-2,890
| -4% | -$78.9K | 0.14% | 129 |
|
|
2021
Q4 | $1.95M | Sell |
66,180
-250
| -0.4% | -$7.36K | 0.15% | 122 |
|
|
2021
Q3 | $1.38M | Sell |
66,430
-610
| -0.9% | -$12.6K | 0.11% | 141 |
|
|
2021
Q2 | $1.34M | Sell |
67,040
-10,200
| -13% | -$204K | 0.11% | 140 |
|
|
2021
Q1 | $1.03M | Sell |
77,240
-200
| -0.3% | -$2.67K | 0.1% | 147 |
|
|
2020
Q4 | $1.01M | Sell |
77,440
-6,800
| -8% | -$88.8K | 0.1% | 141 |
|
|
2020
Q3 | $1.14M | Sell |
84,240
-1,600
| -2% | -$21.7K | 0.13% | 129 |
|
|
2020
Q2 | $815K | Sell |
85,840
-200
| -0.2% | -$1.9K | 0.1% | 145 |
|
|
2020
Q1 | $567K | Sell |
86,040
-160
| -0.2% | -$1.05K | 0.08% | 158 |
|
|
2019
Q4 | $507K | Buy |
86,200
+9,000
| +12% | +$52.9K | 0.06% | 195 |
|
|
2019
Q3 | $336K | Sell |
77,200
-1,400
| -2% | -$6.09K | 0.04% | 224 |
|
|
2019
Q2 | $323K | Sell |
78,600
-11,240
| -13% | -$46.2K | 0.04% | 224 |
|
|
2019
Q1 | $403K | Buy |
89,840
+1,040
| +1% | +$4.67K | 0.05% | 198 |
|
|
2018
Q4 | $296K | Buy |
88,800
+9,160
| +12% | +$30.5K | 0.04% | 215 |
|
|
2018
Q3 | $560K | Sell |
79,640
-17,920
| -18% | -$126K | 0.07% | 180 |
|
|
2018
Q2 | $578K | Sell |
97,560
-10,240
| -9% | -$60.7K | 0.08% | 174 |
|
|
2018
Q1 | $624K | Buy |
107,800
+7,200
| +7% | +$41.7K | 0.09% | 167 |
|
|
2017
Q4 | $487K | Hold |
100,600
| – | – | 0.08% | 178 |
|
|
2017
Q3 | $450K | Sell |
100,600
-2,200
| -2% | -$9.84K | 0.08% | 174 |
|
|
2017
Q2 | $372K | Buy |
102,800
+1,200
| +1% | +$4.34K | 0.06% | 184 |
|
|
2017
Q1 | $277K | Sell |
101,600
-75,400
| -43% | -$206K | 0.05% | 199 |
|
|
2016
Q4 | $472K | Sell |
177,000
-36,600
| -17% | -$97.6K | 0.1% | 152 |
|
|
2016
Q3 | $366K | Buy |
+213,600
| New | +$366K | 0.07% | 161 |
|