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Capital Advisors Ltd’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.89M Sell
18,288
-533
-3% -$84.2K 0.36% 44
2025
Q1
$2.04M Buy
18,821
+1,456
+8% +$158K 0.27% 58
2024
Q4
$2.33M Buy
17,365
+140
+0.8% +$18.8K 0.29% 55
2024
Q3
$2.09M Buy
17,225
+784
+5% +$95.2K 0.26% 56
2024
Q2
$2.03M Buy
16,441
+14,838
+926% +$1.83M 0.26% 59
2024
Q1
$1.45M Buy
1,603
+26
+2% +$23.5K 0.19% 72
2023
Q4
$781K Sell
1,577
-14
-0.9% -$6.93K 0.11% 112
2023
Q3
$692K Hold
1,591
0.11% 116
2023
Q2
$673K Buy
1,591
+1,160
+269% +$491K 0.1% 115
2023
Q1
$120K Sell
431
-1,122
-72% -$312K 0.02% 293
2022
Q4
$58K Buy
1,553
+1,361
+709% +$50.8K 0.01% 359
2022
Q3
$23K Sell
192
-68
-26% -$8.15K ﹤0.01% 435
2022
Q2
$39K Buy
260
+25
+11% +$3.75K 0.01% 379
2022
Q1
$64K Buy
235
+27
+13% +$7.35K 0.01% 352
2021
Q4
$61K Buy
+208
New +$61K 0.01% 344