AAS
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Avantax Advisory Services’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294M Buy
1,862,277
+99,941
+6% +$15.8M 1.62% 8
2025
Q1
$191M Buy
1,762,336
+133,989
+8% +$14.5M 1.16% 11
2024
Q4
$219M Buy
1,628,347
+41,649
+3% +$5.59M 1.37% 10
2024
Q3
$193M Buy
1,586,698
+53,900
+4% +$6.55M 1.26% 10
2024
Q2
$189M Buy
1,532,798
+1,426,862
+1,347% +$176M 1.35% 11
2024
Q1
$95.7M Sell
105,936
-15,041
-12% -$13.6M 0.85% 15
2023
Q4
$59.9M Buy
120,977
+1,279
+1% +$633K 0.59% 20
2023
Q3
$52.1M Sell
119,698
-4,170
-3% -$1.81M 0.58% 20
2023
Q2
$52.4M Sell
123,868
-1,550
-1% -$656K 0.6% 21
2023
Q1
$34.8M Buy
125,418
+8,135
+7% +$2.26M 0.43% 29
2022
Q4
$17.1M Buy
117,283
+1,741
+2% +$254K 0.23% 70
2022
Q3
$14M Buy
115,542
+6,167
+6% +$749K 0.22% 74
2022
Q2
$16.6M Buy
109,375
+9,948
+10% +$1.51M 0.25% 62
2022
Q1
$27.1M Buy
99,427
+1,838
+2% +$501K 0.37% 34
2021
Q4
$28.7M Buy
97,589
+3,207
+3% +$943K 0.43% 31
2021
Q3
$19.5M Buy
94,382
+72,350
+328% +$15M 0.33% 46
2021
Q2
$17.6M Buy
22,032
+2,209
+11% +$1.77M 0.32% 50
2021
Q1
$10.6M Buy
19,823
+2,089
+12% +$1.12M 0.23% 78
2020
Q4
$9.27M Sell
17,734
-23,265
-57% -$12.2M 0.22% 78
2020
Q3
$22.2M Buy
40,999
+25,094
+158% +$13.6M 0.36% 49
2020
Q2
$6.04M Buy
15,905
+7,408
+87% +$2.81M 0.17% 94
2020
Q1
$2.24M Buy
8,497
+45
+0.5% +$11.9K 0.07% 173
2019
Q4
$1.99M Buy
8,452
+2,213
+35% +$520K 0.05% 212
2019
Q3
$1.09M Buy
6,239
+629
+11% +$110K 0.04% 199
2019
Q2
$921K Buy
5,610
+1,320
+31% +$217K 0.04% 204
2019
Q1
$770K Buy
4,290
+918
+27% +$165K 0.04% 216
2018
Q4
$451K Buy
+3,372
New +$451K 0.08% 235