Beaton Management Company’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.6M Sell
60,785
-1,850
-3% -$292K 4.69% 1
2025
Q1
$6.79M Sell
62,635
-4,010
-6% -$435K 3.52% 2
2024
Q4
$8.95M Sell
66,645
-1,465
-2% -$197K 4.51% 1
2024
Q3
$8.27M Buy
68,110
+800
+1% +$97.1K 4.18% 1
2024
Q2
$8.32M Sell
67,310
-780
-1% -$96.4K 4.47% 1
2024
Q1
$6.15M Buy
68,090
+30
+0% +$2.71K 3.35% 2
2023
Q4
$3.37M Hold
68,060
2.02% 12
2023
Q3
$2.96M Buy
68,060
+2,560
+4% +$111K 1.92% 14
2023
Q2
$2.77M Sell
65,500
-1,420
-2% -$60.1K 1.75% 16
2023
Q1
$1.86M Sell
66,920
-6,000
-8% -$167K 1.25% 25
2022
Q4
$1.07M Hold
72,920
0.71% 46
2022
Q3
$885K Buy
72,920
+10,000
+16% +$121K 0.67% 48
2022
Q2
$954K Buy
62,920
+1,000
+2% +$15.2K 0.68% 48
2022
Q1
$1.69M Buy
61,920
+2,170
+4% +$59.2K 1.04% 29
2021
Q4
$1.76M Sell
59,750
-750
-1% -$22.1K 1.05% 28
2021
Q3
$1.25M Sell
60,500
-2,500
-4% -$51.8K 0.83% 38
2021
Q2
$1.26M Buy
63,000
+400
+0.6% +$8K 0.8% 41
2021
Q1
$836K Buy
62,600
+11,600
+23% +$155K 0.58% 55
2020
Q4
$666K Hold
51,000
0.49% 62
2020
Q3
$690K Hold
51,000
0.57% 57
2020
Q2
$484K Buy
51,000
+1,000
+2% +$9.49K 0.43% 67
2020
Q1
$336K Buy
50,000
+14,000
+39% +$94.1K 0.34% 76
2019
Q4
$212K Buy
+36,000
New +$212K 0.17% 119