BFA
Beacon Financial Advisory’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
35,224
+5,767
| +20% | +$911K | 1.44% | 9 |
|
|
2025
Q1 | $3.19M | Sell |
29,457
-3,119
| -10% | -$338K | 0.97% | 16 |
|
|
2024
Q4 | $4.37M | Buy |
32,576
+996
| +3% | +$134K | 1.42% | 9 |
|
|
2024
Q3 | $3.84M | Sell |
31,580
-1,559
| -5% | -$189K | 1.3% | 13 |
|
|
2024
Q2 | $4.09M | Buy |
33,139
+29,844
| +906% | +$3.69M | 1.53% | 10 |
|
|
2024
Q1 | $2.98M | Sell |
3,295
-686
| -17% | -$620K | 1.45% | 10 |
|
|
2023
Q4 | $1.97M | Sell |
3,981
-237
| -6% | -$117K | 0.95% | 20 |
|
|
2023
Q3 | $1.83M | Buy |
4,218
+235
| +6% | +$102K | 1.01% | 20 |
|
|
2023
Q2 | $1.69M | Sell |
3,983
-22
| -0.5% | -$9.31K | 0.97% | 19 |
|
|
2023
Q1 | $1.11M | Buy |
4,005
+526
| +15% | +$146K | 0.71% | 37 |
|
|
2022
Q4 | $508K | Sell |
3,479
-307
| -8% | -$44.9K | 0.36% | 92 |
|
|
2022
Q3 | $460K | Sell |
3,786
-3,490
| -48% | -$424K | 0.33% | 100 |
|
|
2022
Q2 | $1.1M | Sell |
7,276
-151
| -2% | -$22.9K | 0.63% | 42 |
|
|
2022
Q1 | $2.03M | Buy |
7,427
+111
| +2% | +$30.3K | 0.97% | 25 |
|
|
2021
Q4 | $2.15M | Buy |
7,316
+194
| +3% | +$57.1K | 0.99% | 23 |
|
|
2021
Q3 | $1.48M | Buy |
7,122
+5,354
| +303% | +$1.11M | 0.77% | 31 |
|
|
2021
Q2 | $1.42M | Sell |
1,768
-152
| -8% | -$122K | 0.76% | 29 |
|
|
2021
Q1 | $1.03M | Buy |
1,920
+100
| +5% | +$53.4K | 0.59% | 44 |
|
|
2020
Q4 | $950K | Buy |
1,820
+448
| +33% | +$234K | 0.62% | 46 |
|
|
2020
Q3 | $742K | Buy |
1,372
+132
| +11% | +$71.4K | 0.64% | 43 |
|
|
2020
Q2 | $471K | Buy |
1,240
+93
| +8% | +$35.3K | 0.51% | 57 |
|
|
2020
Q1 | $302K | Hold |
1,147
| – | – | 0.38% | 91 |
|
|
2019
Q4 | $269K | Buy |
+1,147
| New | +$269K | 0.23% | 123 |
|