BFG
Beacon Financial Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
91,106
+4,376
| +5% | +$691K | 1.5% | 14 |
|
|
2025
Q1 | $9.4M | Sell |
86,730
-35
| -0% | -$3.79K | 1.03% | 20 |
|
|
2024
Q4 | $11.7M | Sell |
86,765
-532
| -0.6% | -$71.4K | 1.25% | 15 |
|
|
2024
Q3 | $10.6M | Buy |
87,297
+2,174
| +3% | +$264K | 1.15% | 17 |
|
|
2024
Q2 | $10.5M | Buy |
85,123
+77,032
| +952% | +$9.52M | 1.2% | 16 |
|
|
2024
Q1 | $7.31M | Sell |
8,091
-704
| -8% | -$636K | 0.84% | 28 |
|
|
2023
Q4 | $4.36M | Sell |
8,795
-773
| -8% | -$383K | 0.53% | 53 |
|
|
2023
Q3 | $4.72M | Sell |
9,568
-3,207
| -25% | -$1.58M | 0.67% | 41 |
|
|
2023
Q2 | $5.22M | Sell |
12,775
-172
| -1% | -$70.2K | 0.71% | 44 |
|
|
2023
Q1 | $3.57M | Sell |
12,947
-934
| -7% | -$258K | 0.5% | 67 |
|
|
2022
Q4 | $2.06M | Buy |
13,881
+532
| +4% | +$78.9K | 0.28% | 89 |
|
|
2022
Q3 | $1.61M | Sell |
13,349
-315
| -2% | -$38.1K | 0.25% | 93 |
|
|
2022
Q2 | $2.31M | Sell |
13,664
-80
| -0.6% | -$13.5K | 0.34% | 83 |
|
|
2022
Q1 | $3.86M | Buy |
13,744
+206
| +2% | +$57.8K | 0.51% | 64 |
|
|
2021
Q4 | $4.08M | Sell |
13,538
-79
| -0.6% | -$23.8K | 0.53% | 59 |
|
|
2021
Q3 | $2.79M | Buy |
13,617
+742
| +6% | +$152K | 0.37% | 74 |
|
|
2021
Q2 | $2.4M | Buy |
12,875
+9,751
| +312% | +$1.81M | 0.34% | 84 |
|
|
2021
Q1 | $1.67M | Hold |
3,124
| – | – | 0.26% | 95 |
|
|
2020
Q4 | $1.67M | Buy |
3,124
+144
| +5% | +$77.1K | 0.26% | 95 |
|
|
2020
Q3 | $1.61M | Buy |
2,980
+100
| +3% | +$54.1K | 0.29% | 89 |
|
|
2020
Q2 | $1.06M | Sell |
2,880
-482
| -14% | -$177K | 0.2% | 111 |
|
|
2020
Q1 | $893K | Buy |
3,362
+402
| +14% | +$107K | 0.2% | 109 |
|
|
2019
Q4 | $696K | Buy |
2,960
+149
| +5% | +$35K | 0.09% | 139 |
|
|
2019
Q3 | $483K | Buy |
2,811
+84
| +3% | +$14.4K | 0.08% | 144 |
|
|
2019
Q2 | $448K | Buy |
+2,727
| New | +$448K | 0.08% | 149 |
|