BFA
Beaumont Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4M | Sell |
211,527
-8,986
| -4% | -$1.42M | 2.42% | 11 |
|
|
2025
Q1 | $23.9M | Buy |
220,513
+20,406
| +10% | +$2.21M | 1.87% | 12 |
|
|
2024
Q4 | $26.9M | Buy |
200,107
+11,859
| +6% | +$1.59M | 2.02% | 12 |
|
|
2024
Q3 | $22.9M | Sell |
188,248
-8,596
| -4% | -$1.04M | 1.79% | 19 |
|
|
2024
Q2 | $24.5M | Buy |
196,844
+176,006
| +845% | +$21.9M | 1.96% | 12 |
|
|
2024
Q1 | $18.8M | Sell |
20,838
-441
| -2% | -$398K | 1.55% | 24 |
|
|
2023
Q4 | $10.5M | Buy |
21,279
+91
| +0.4% | +$45.1K | 0.96% | 34 |
|
|
2023
Q3 | $9.22M | Buy |
21,188
+522
| +3% | +$227K | 0.92% | 31 |
|
|
2023
Q2 | $8.74M | Buy |
20,666
+318
| +2% | +$135K | 0.81% | 38 |
|
|
2023
Q1 | $5.65M | Sell |
20,348
-268
| -1% | -$74.4K | 0.57% | 36 |
|
|
2022
Q4 | $3.01M | Sell |
20,616
-20,108
| -49% | -$2.94M | 0.3% | 45 |
|
|
2022
Q3 | $4.94M | Sell |
40,724
-226
| -0.6% | -$27.4K | 0.47% | 41 |
|
|
2022
Q2 | $6.21M | Buy |
40,950
+5,256
| +15% | +$797K | 0.56% | 43 |
|
|
2022
Q1 | $9.74M | Buy |
35,694
+22,335
| +167% | +$6.1M | 0.74% | 42 |
|
|
2021
Q4 | $3.93M | Sell |
13,359
-840
| -6% | -$247K | 0.28% | 59 |
|
|
2021
Q3 | $2.94M | Buy |
14,199
+10,719
| +308% | +$2.22M | 0.23% | 73 |
|
|
2021
Q2 | $2.78M | Buy |
3,480
+1,607
| +86% | +$1.29M | 0.21% | 77 |
|
|
2021
Q1 | $1M | Sell |
1,873
-8
| -0.4% | -$4.27K | 0.08% | 139 |
|
|
2020
Q4 | $982K | Sell |
1,881
-242
| -11% | -$126K | 0.09% | 140 |
|
|
2020
Q3 | $1.15M | Buy |
2,123
+175
| +9% | +$94.7K | 0.11% | 132 |
|
|
2020
Q2 | $740K | Buy |
1,948
+39
| +2% | +$14.8K | 0.08% | 154 |
|
|
2020
Q1 | $503K | Sell |
1,909
-256
| -12% | -$67.5K | 0.06% | 141 |
|
|
2019
Q4 | $510K | Sell |
2,165
-46
| -2% | -$10.8K | 0.05% | 174 |
|
|
2019
Q3 | $385K | Buy |
2,211
+13
| +0.6% | +$2.26K | 0.04% | 190 |
|
|
2019
Q2 | $361K | Buy |
2,198
+228
| +12% | +$37.4K | 0.04% | 178 |
|
|
2019
Q1 | $354K | Buy |
+1,970
| New | +$354K | 0.04% | 175 |
|
|
2018
Q4 | – | Sell |
-858
| Closed | -$241K | – | 228 |
|
|
2018
Q3 | $241K | Buy |
858
+10
| +1% | +$2.81K | 0.02% | 203 |
|
|
2018
Q2 | $201K | Buy |
+848
| New | +$201K | 0.02% | 197 |
|