Benchmark Financial Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
66,176
-5,260
| -7% | -$965K | 3.2% | 9 |
|
|
2025
Q4 | $13.3M | Buy |
71,436
+12,828
| +22% | +$2.39M | 3.82% | 6 |
|
|
2025
Q3 | $10.9M | Buy |
58,608
+3,495
| +6% | +$609K | 3.29% | 8 |
|
|
2025
Q2 | $8.71M | Buy |
55,113
+5
| +0% | +$629 | 2.88% | 8 |
|
|
2025
Q1 | $5.97M | Sell |
55,108
-9,539
| -15% | -$1.21M | 2.26% | 12 |
|
|
2024
Q4 | $8.68M | Sell |
64,647
-4,151
| -6% | -$572K | 2.78% | 11 |
|
|
2024
Q3 | $8.35M | Buy |
68,798
+2,236
| +3% | +$264K | 2.79% | 11 |
|
|
2024
Q2 | $8.22M | Buy |
66,562
+632
| +1% | +$63.9K | 3.05% | 9 |
|
|
2024
Q1 | $5.96M | Buy |
65,930
+1,500
| +2% | +$109K | 2.28% | 12 |
|
|
2023
Q4 | $3.19M | Sell |
64,430
-1,800
| -3% | -$83.4K | 1.38% | 19 |
|
|
2023
Q3 | $2.88M | Buy |
66,230
+1,170
| +2% | +$52.4K | 1.35% | 18 |
|
|
2023
Q2 | $2.75M | Sell |
65,060
-8,440
| -11% | -$280K | 1.28% | 18 |
|
|
2023
Q1 | $2.04M | Sell |
73,500
-500
| -0.7% | -$10.8K | 1.05% | 18 |
|
|
2022
Q4 | $1.08M | Sell |
74,000
-4,700
| -6% | -$68.9K | 0.59% | 23 |
|
|
2022
Q3 | $955K | Buy |
78,700
+5,000
| +7% | +$79K | 0.56% | 26 |
|
|
2022
Q2 | $1.12M | Sell |
73,700
-620
| -0.8% | -$11.7K | 0.57% | 27 |
|
|
2022
Q1 | $2.03M | Buy |
74,320
+2,410
| +3% | +$60.4K | 0.86% | 23 |
|
|
2021
Q4 | $2.12M | Buy |
71,910
+140
| +0.2% | +$3.85K | 0.88% | 23 |
|
|
2021
Q3 | $1.49M | Sell |
71,770
-1,950
| -3% | -$40.5K | 0.71% | 23 |
|
|
2021
Q2 | $1.48M | Sell |
73,720
-560
| -0.8% | -$8.98K | 0.7% | 23 |
|
|
2021
Q1 | $992K | Sell |
74,280
-11,960
| -14% | -$161K | 0.54% | 25 |
|
|
2020
Q4 | $1.13M | Sell |
86,240
-680
| -0.8% | -$9.1K | 0.62% | 26 |
|
|
2020
Q3 | $1.18M | Buy |
86,920
+4,040
| +5% | +$47K | 0.76% | 22 |
|
|
2020
Q2 | $787K | Buy |
82,880
+28,560
| +53% | +$231K | 0.58% | 26 |
|
|
2020
Q1 | $358K | Sell |
54,320
-7,760
| -13% | -$49K | 0.36% | 27 |
|
|
2019
Q4 | $365K | Sell |
62,080
-4,960
| -7% | -$25.8K | 0.3% | 27 |
|
|
2019
Q3 | $292K | Sell |
67,040
-77,640
| -54% | -$327K | 0.29% | 28 |
|
|
2019
Q2 | $594K | Buy |
144,680
+23,040
| +19% | +$95.5K | 0.58% | 19 |
|
|
2019
Q1 | $546K | Sell |
121,640
-54,680
| -31% | -$212K | 0.57% | 20 |
|
|
2018
Q4 | $588K | Buy |
+176,320
| New | +$844K | 0.73% | 16 |
|
Other funds holding NVDA
VCM
VPM
