Berman Capital Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$2.86M Buy
137,950
+27,430
+25% +$568K 0.45% 28
2021
Q2
$2.21M Buy
110,520
+36,920
+50% +$738K 0.35% 34
2021
Q1
$982K Buy
73,600
+16,160
+28% +$216K 0.21% 59
2020
Q4
$749K Buy
57,440
+5,920
+11% +$77.2K 0.18% 59
2020
Q3
$696K Buy
51,520
+1,880
+4% +$25.4K 0.2% 58
2020
Q2
$471K Buy
49,640
+8,040
+19% +$76.3K 0.12% 71
2020
Q1
$272K Buy
41,600
+18,040
+77% +$118K 0.09% 94
2019
Q4
$138K Buy
23,560
+1,120
+5% +$6.56K 0.04% 181
2019
Q3
$97K Buy
22,440
+1,920
+9% +$8.3K 0.03% 214
2019
Q2
$84K Buy
20,520
+760
+4% +$3.11K 0.03% 227
2019
Q1
$88K Buy
19,760
+4,480
+29% +$20K 0.03% 208
2018
Q4
$50K Sell
15,280
-70,520
-82% -$231K 0.02% 251
2018
Q3
$602K Sell
85,800
-120
-0.1% -$842 0.25% 48
2018
Q2
$509K Buy
85,920
+1,320
+2% +$7.82K 0.18% 61
2018
Q1
$491K Buy
84,600
+17,360
+26% +$101K 0.19% 53
2017
Q4
$325K Buy
+67,240
New +$325K 0.11% 72