Beacon Investment Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Buy
4,402
+24
+0.5% +$3.79K 0.3% 80
2025
Q1
$474K Buy
4,378
+70
+2% +$7.59K 0.22% 103
2024
Q4
$579K Buy
4,308
+230
+6% +$30.9K 0.27% 88
2024
Q3
$495K Buy
4,078
+71
+2% +$8.62K 0.23% 102
2024
Q2
$495K Sell
4,007
-3
-0.1% -$371 0.25% 95
2024
Q1
$362K Buy
+4,010
New +$362K 0.21% 102