Beacon Investment Advisory Services’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.9M Sell
315,895
-24,500
-7% -$3.87M 2.2% 10
2025
Q1
$36.9M Sell
340,395
-7,443
-2% -$807K 1.73% 12
2024
Q4
$46.7M Sell
347,838
-4,166
-1% -$559K 2.02% 10
2024
Q3
$42.7M Buy
352,004
+15,087
+4% +$1.83M 1.78% 14
2024
Q2
$41.6M Sell
336,917
-46,733
-12% -$5.77M 1.79% 15
2024
Q1
$34.7M Sell
383,650
-9,270
-2% -$838K 1.5% 20
2023
Q4
$19.5M Sell
392,920
-11,850
-3% -$587K 0.88% 38
2023
Q3
$17.6M Sell
404,770
-670
-0.2% -$29.1K 0.87% 39
2023
Q2
$17.2M Buy
405,440
+1,260
+0.3% +$53.3K 0.79% 40
2023
Q1
$11.2M Sell
404,180
-2,260
-0.6% -$62.8K 0.55% 52
2022
Q4
$5.94M Sell
406,440
-153,570
-27% -$2.24M 0.3% 75
2022
Q3
$6.8M Buy
560,010
+13,730
+3% +$167K 0.37% 68
2022
Q2
$8.28M Sell
546,280
-46,080
-8% -$699K 0.43% 68
2022
Q1
$16.2M Buy
592,360
+10,000
+2% +$273K 0.69% 46
2021
Q4
$17.1M Buy
582,360
+17,910
+3% +$527K 0.67% 46
2021
Q3
$11.7M Buy
564,450
+11,930
+2% +$247K 0.48% 58
2021
Q2
$11.1M Buy
552,520
+16,960
+3% +$339K 0.45% 58
2021
Q1
$7.15M Buy
535,560
+287,400
+116% +$3.84M 0.31% 74
2020
Q4
$3.24M Buy
+248,160
New +$3.24M 0.15% 109