Avantax Advisory Services’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$294M	Buy	1,862,277 +99,941	+6%	+$12.6M	1.62%	8
2025 Q1	$191M	Buy	1,762,336 +133,989	+8%	+$17M	1.16%	11
2024 Q4	$219M	Buy	1,628,347 +41,649	+3%	+$5.74M	1.37%	10
2024 Q3	$193M	Buy	1,586,698 +53,900	+4%	+$6.37M	1.26%	10
2024 Q2	$189M	Buy	1,532,798 +473,438	+45%	+$47.9M	1.35%	11
2024 Q1	$95.7M	Sell	1,059,360 -150,410	-12%	-$10.9M	0.85%	15
2023 Q4	$59.9M	Buy	1,209,770 +12,790	+1%	+$593K	0.59%	20
2023 Q3	$52.1M	Sell	1,196,980 -41,700	-3%	-$1.87M	0.58%	20
2023 Q2	$52.4M	Sell	1,238,680 -15,500	-1%	-$515K	0.6%	21
2023 Q1	$34.8M	Buy	1,254,180 +81,350	+7%	+$1.76M	0.43%	29
2022 Q4	$17.1M	Buy	1,172,830 +17,410	+2%	+$255K	0.23%	70
2022 Q3	$14M	Buy	1,155,420 +61,670	+6%	+$975K	0.22%	74
2022 Q2	$16.6M	Buy	1,093,750 +99,480	+10%	+$1.88M	0.25%	62
2022 Q1	$27.1M	Buy	994,270 +18,380	+2%	+$461K	0.37%	34
2021 Q4	$28.7M	Buy	975,890 +32,070	+3%	+$882K	0.43%	31
2021 Q3	$19.5M	Buy	943,820 +62,540	+7%	+$1.3M	0.33%	46
2021 Q2	$17.6M	Buy	881,280 +88,360	+11%	+$1.42M	0.32%	50
2021 Q1	$10.6M	Buy	792,920 +83,560	+12%	+$1.12M	0.23%	78
2020 Q4	$9.27M	Sell	709,360 -930,600	-57%	-$12.5M	0.22%	78
2020 Q3	$22.2M	Buy	1,639,960 +1,003,760	+158%	+$11.7M	0.36%	49
2020 Q2	$6.04M	Buy	636,200 +296,320	+87%	+$2.4M	0.17%	94
2020 Q1	$2.24M	Buy	339,880 +1,800	+0.5%	+$11.4K	0.07%	173
2019 Q4	$1.99M	Buy	338,080 +88,520	+35%	+$460K	0.05%	212
2019 Q3	$1.09M	Buy	249,560 +25,160	+11%	+$106K	0.04%	199
2019 Q2	$921K	Buy	224,400 +52,800	+31%	+$219K	0.04%	204
2019 Q1	$770K	Buy	171,600 +36,720	+27%	+$142K	0.04%	216
2018 Q4	$451K	Buy	+134,880	New	+$645K	0.08%	235