CA
Clearstead Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.5M | Buy |
503,038
+17,195
| +4% | +$2.72M | 1.12% | 17 |
|
|
2025
Q1 | $52.7M | Sell |
485,843
-7,507
| -2% | -$814K | 0.82% | 28 |
|
|
2024
Q4 | $66.3M | Sell |
493,350
-17,582
| -3% | -$2.36M | 1.01% | 19 |
|
|
2024
Q3 | $62M | Sell |
510,932
-2,579
| -0.5% | -$313K | 0.96% | 17 |
|
|
2024
Q2 | $63.4M | Buy |
513,511
+500,552
| +3,863% | +$61.8M | 1.08% | 15 |
|
|
2024
Q1 | $11.7M | Buy |
12,959
+1,153
| +10% | +$1.04M | 0.58% | 37 |
|
|
2023
Q4 | $5.85M | Sell |
11,806
-10,150
| -46% | -$5.03M | 0.31% | 66 |
|
|
2023
Q3 | $9.55M | Buy |
21,956
+10,440
| +91% | +$4.54M | 0.28% | 75 |
|
|
2023
Q2 | $4.87M | Buy |
11,516
+891
| +8% | +$377K | 0.3% | 69 |
|
|
2023
Q1 | $2.95M | Buy |
10,625
+1,016
| +11% | +$282K | 0.21% | 93 |
|
|
2022
Q4 | $1.4M | Buy |
9,609
+470
| +5% | +$68.7K | 0.11% | 145 |
|
|
2022
Q3 | $1.11M | Buy |
9,139
+474
| +5% | +$57.5K | 0.1% | 149 |
|
|
2022
Q2 | $1.31M | Buy |
8,665
+1,171
| +16% | +$178K | 0.1% | 149 |
|
|
2022
Q1 | $2.05M | Buy |
7,494
+402
| +6% | +$110K | 0.14% | 126 |
|
|
2021
Q4 | $2.09M | Sell |
7,092
-8,015
| -53% | -$2.36M | 0.14% | 120 |
|
|
2021
Q3 | $3.13M | Buy |
15,107
+11,047
| +272% | +$2.29M | 0.23% | 86 |
|
|
2021
Q2 | $3.25M | Sell |
4,060
-16
| -0.4% | -$12.8K | 0.25% | 83 |
|
|
2021
Q1 | $2.18M | Buy |
4,076
+274
| +7% | +$146K | 0.18% | 102 |
|
|
2020
Q4 | $1.99M | Hold |
3,802
| – | – | 0.18% | 101 |
|
|
2020
Q3 | $2.06M | Buy |
3,802
+946
| +33% | +$512K | 0.22% | 87 |
|
|
2020
Q2 | $1.09M | Buy |
2,856
+157
| +6% | +$59.6K | 0.13% | 125 |
|
|
2020
Q1 | $711K | Buy |
2,699
+351
| +15% | +$92.5K | 0.1% | 134 |
|
|
2019
Q4 | $553K | Buy |
2,348
+50
| +2% | +$11.8K | 0.07% | 168 |
|
|
2019
Q3 | $400K | Sell |
2,298
-1,335
| -37% | -$232K | 0.05% | 189 |
|
|
2019
Q2 | $596K | Buy |
3,633
+2,298
| +172% | +$377K | 0.08% | 156 |
|
|
2019
Q1 | $240K | Buy |
+1,335
| New | +$240K | 0.03% | 236 |
|