Bartlett & Co Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236M | Buy |
1,190,051
+61,702
| +5% | +$11.3M | 3.02% | 6 |
|
|
2025
Q4 | $210M | Buy |
1,128,349
+17,278
| +2% | +$3.22M | 2.75% | 7 |
|
|
2025
Q3 | $207M | Buy |
1,111,071
+7,681
| +0.7% | +$1.34M | 2.74% | 5 |
|
|
2025
Q2 | $174M | Buy |
1,103,390
+80,997
| +8% | +$10.2M | 2.43% | 10 |
|
|
2025
Q1 | $111M | Buy |
1,022,393
+190,371
| +23% | +$24.1M | 1.63% | 15 |
|
|
2024
Q4 | $112M | Buy |
832,022
+83,233
| +11% | +$11.5M | 1.62% | 14 |
|
|
2024
Q3 | $90.9M | Buy |
748,789
+97,975
| +15% | +$11.6M | 1.31% | 21 |
|
|
2024
Q2 | $80.4M | Buy |
650,814
+139,624
| +27% | +$14.1M | 1.22% | 25 |
|
|
2024
Q1 | $46.2M | Buy |
511,190
+353,570
| +224% | +$25.6M | 0.71% | 44 |
|
|
2023
Q4 | $7.81M | Buy |
157,620
+29,070
| +23% | +$1.35M | 0.13% | 110 |
|
|
2023
Q3 | $5.59M | Buy |
128,550
+75,530
| +142% | +$3.38M | 0.1% | 123 |
|
|
2023
Q2 | $2.24M | Buy |
53,020
+12,590
| +31% | +$418K | 0.04% | 191 |
|
|
2023
Q1 | $1.12M | Buy |
40,430
+280
| +0.7% | +$6.06K | 0.02% | 219 |
|
|
2022
Q4 | $587K | Sell |
40,150
-310
| -0.8% | -$4.55K | 0.01% | 272 |
|
|
2022
Q3 | $491K | Buy |
40,460
+60
| +0.1% | +$949 | 0.01% | 284 |
|
|
2022
Q2 | $613K | Buy |
40,400
+1,730
| +4% | +$32.7K | 0.01% | 258 |
|
|
2022
Q1 | $1.06M | Buy |
38,670
+3,810
| +11% | +$95.6K | 0.02% | 226 |
|
|
2021
Q4 | $1.03M | Buy |
34,860
+30,420
| +685% | +$837K | 0.02% | 232 |
|
|
2021
Q3 | $92K | Sell |
4,440
-1,080
| -20% | -$22.4K | ﹤0.01% | 422 |
|
|
2021
Q2 | $110K | Buy |
5,520
+2,200
| +66% | +$35.3K | ﹤0.01% | 395 |
|
|
2021
Q1 | $44.3K | Hold |
3,320
| – | – | ﹤0.01% | 558 |
|
|
2020
Q4 | $43.3K | Buy |
3,320
+1,080
| +48% | +$14.5K | ﹤0.01% | 543 |
|
|
2020
Q3 | $30.3K | Hold |
2,240
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $21.3K | Hold |
2,240
| – | – | ﹤0.01% | 604 |
|
|
2020
Q1 | $14.8K | Sell |
2,240
-6,240
| -74% | -$39.4K | ﹤0.01% | 611 |
|
|
2019
Q4 | $49.9K | Hold |
8,480
| – | – | ﹤0.01% | 534 |
|
|
2019
Q3 | $36.9K | Buy |
+8,480
| New | +$35.7K | ﹤0.01% | 581 |
|
|
2018
Q2 | – | Sell |
-320
| Closed | -$1.85K | – | 753 |
|
|
2018
Q1 | $1.85K | Buy |
+320
| New | +$1.88K | ﹤0.01% | 693 |
|
Other funds holding NVDA
VCM
VPM
