AAS
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 |
|