Capstone Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
51,649
+4,733
| +10% | +$748K | 0.47% | 23 |
|
|
2025
Q1 | $5.08M | Sell |
46,916
-10,662
| -19% | -$1.16M | 0.32% | 31 |
|
|
2024
Q4 | $7.73M | Buy |
57,578
+15,781
| +38% | +$2.12M | 0.48% | 23 |
|
|
2024
Q3 | $5.08M | Sell |
41,797
-658
| -2% | -$79.9K | 0.31% | 30 |
|
|
2024
Q2 | $5.24M | Sell |
42,455
-4,825
| -10% | -$596K | 0.35% | 26 |
|
|
2024
Q1 | $4.27M | Buy |
47,280
+6,000
| +15% | +$542K | 0.29% | 29 |
|
|
2023
Q4 | $2.04M | Sell |
41,280
-1,800
| -4% | -$89.1K | 0.15% | 36 |
|
|
2023
Q3 | $1.87M | Sell |
43,080
-110
| -0.3% | -$4.79K | 0.15% | 37 |
|
|
2023
Q2 | $1.83M | Sell |
43,190
-1,720
| -4% | -$72.8K | 0.14% | 38 |
|
|
2023
Q1 | $1.25M | Buy |
44,910
+1,440
| +3% | +$40K | 0.1% | 44 |
|
|
2022
Q4 | $635K | Sell |
43,470
-4,310
| -9% | -$63K | 0.05% | 61 |
|
|
2022
Q3 | $580K | Buy |
47,780
+5,550
| +13% | +$67.4K | 0.05% | 62 |
|
|
2022
Q2 | $640K | Buy |
42,230
+100
| +0.2% | +$1.52K | 0.05% | 63 |
|
|
2022
Q1 | $1.15M | Buy |
42,130
+1,520
| +4% | +$41.5K | 0.08% | 46 |
|
|
2021
Q4 | $1.19M | Sell |
40,610
-5,390
| -12% | -$158K | 0.09% | 46 |
|
|
2021
Q3 | $953K | Buy |
46,000
+4,320
| +10% | +$89.5K | 0.07% | 44 |
|
|
2021
Q2 | $834K | Buy |
41,680
+17,240
| +71% | +$345K | 0.07% | 44 |
|
|
2021
Q1 | $326K | Buy |
+24,440
| New | +$326K | 0.03% | 82 |
|
|
2020
Q4 | – | Sell |
-19,160
| Closed | -$259K | – | 122 |
|
|
2020
Q3 | $259K | Buy |
+19,160
| New | +$259K | 0.03% | 83 |
|
|
2018
Q1 | – | Sell |
-50,240
| Closed | -$243K | – | 98 |
|
|
2017
Q4 | $243K | Buy |
+50,240
| New | +$243K | 0.09% | 62 |
|