Creative Planning’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44B | Sell |
9,143,670
-191,339
| -2% | -$30.2M | 1.23% | 18 |
|
|
2025
Q1 | $1.01B | Buy |
9,335,009
+517,087
| +6% | +$56.1M | 0.95% | 24 |
|
|
2024
Q4 | $1.18B | Buy |
8,817,922
+1,218,550
| +16% | +$164M | 1.15% | 22 |
|
|
2024
Q3 | $852M | Buy |
7,599,372
+1,059,912
| +16% | +$119M | 0.84% | 27 |
|
|
2024
Q2 | $808M | Buy |
6,539,460
+5,981,375
| +1,072% | +$739M | 0.86% | 28 |
|
|
2024
Q1 | $504M | Buy |
558,085
+9,522
| +2% | +$8.6M | 0.56% | 36 |
|
|
2023
Q4 | $272M | Buy |
548,563
+584
| +0.1% | +$289K | 0.5% | 36 |
|
|
2023
Q3 | $238M | Buy |
547,979
+18,425
| +3% | +$8.01M | 0.32% | 42 |
|
|
2023
Q2 | $224M | Sell |
529,554
-43,882
| -8% | -$18.6M | 0.3% | 44 |
|
|
2023
Q1 | $159M | Buy |
573,436
+19,260
| +3% | +$5.35M | 0.23% | 53 |
|
|
2022
Q4 | $81M | Buy |
554,176
+32,992
| +6% | +$4.82M | 0.12% | 83 |
|
|
2022
Q3 | $63.3M | Sell |
521,184
-6,794
| -1% | -$825K | 0.11% | 84 |
|
|
2022
Q2 | $80M | Buy |
527,978
+84,106
| +19% | +$12.7M | 0.13% | 72 |
|
|
2022
Q1 | $121M | Buy |
443,872
+109,587
| +33% | +$29.9M | 0.19% | 56 |
|
|
2021
Q4 | $98.3M | Buy |
334,285
+4,924
| +1% | +$1.45M | 0.16% | 62 |
|
|
2021
Q3 | $68.2M | Buy |
329,361
+244,169
| +287% | +$50.6M | 0.12% | 69 |
|
|
2021
Q2 | $68.2M | Sell |
85,192
-66,594
| -44% | -$53.3M | 0.12% | 74 |
|
|
2021
Q1 | $81M | Buy |
151,786
+413
| +0.3% | +$221K | 0.16% | 62 |
|
|
2020
Q4 | $79M | Buy |
151,373
+4,137
| +3% | +$2.16M | 0.17% | 58 |
|
|
2020
Q3 | $79.7M | Sell |
147,236
-3,609
| -2% | -$1.95M | 0.21% | 53 |
|
|
2020
Q2 | $57.3M | Sell |
150,845
-319
| -0.2% | -$121K | 0.17% | 59 |
|
|
2020
Q1 | $39.8M | Sell |
151,164
-1,751
| -1% | -$462K | 0.14% | 64 |
|
|
2019
Q4 | $36M | Sell |
152,915
-21,565
| -12% | -$5.07M | 0.11% | 83 |
|
|
2019
Q3 | $30.4M | Sell |
174,480
-15,355
| -8% | -$2.67M | 0.1% | 88 |
|
|
2019
Q2 | $31.2M | Sell |
189,835
-4,782
| -2% | -$785K | 0.1% | 82 |
|
|
2019
Q1 | $34.9M | Buy |
194,617
+22,073
| +13% | +$3.96M | 0.13% | 71 |
|
|
2018
Q4 | $23M | Sell |
172,544
-18,294
| -10% | -$2.44M | 0.09% | 86 |
|
|
2018
Q3 | $53.6M | Sell |
190,838
-54,728
| -22% | -$15.4M | 0.2% | 49 |
|
|
2018
Q2 | $58.2M | Buy |
245,566
+40,066
| +19% | +$9.49M | 0.23% | 45 |
|
|
2018
Q1 | $47.6M | Buy |
205,500
+12,243
| +6% | +$2.84M | 0.19% | 50 |
|
|
2017
Q4 | $37.4M | Buy |
193,257
+35,581
| +23% | +$6.88M | 0.16% | 59 |
|
|
2017
Q3 | $28.2M | Buy |
157,676
+1,419
| +0.9% | +$254K | 0.13% | 73 |
|
|
2017
Q2 | $22.6M | Buy |
156,257
+54,564
| +54% | +$7.89M | 0.11% | 81 |
|
|
2017
Q1 | $11.1M | Buy |
101,693
+40,955
| +67% | +$4.46M | 0.06% | 117 |
|
|
2016
Q4 | $6.48M | Sell |
60,738
-12,587
| -17% | -$1.34M | 0.04% | 177 |
|
|
2016
Q3 | $5.02M | Buy |
73,325
+6,413
| +10% | +$439K | 0.03% | 198 |
|
|
2016
Q2 | $3.15M | Buy |
66,912
+37,884
| +131% | +$1.78M | 0.02% | 245 |
|
|
2016
Q1 | $1.03M | Sell |
29,028
-3,544
| -11% | -$126K | 0.01% | 494 |
|
|
2015
Q4 | $1.07M | Buy |
32,572
+5,196
| +19% | +$171K | 0.01% | 483 |
|
|
2015
Q3 | $675K | Sell |
27,376
-312
| -1% | -$7.69K | 0.01% | 619 |
|
|
2015
Q2 | $557K | Sell |
27,688
-318
| -1% | -$6.4K | 0.01% | 629 |
|
|
2015
Q1 | $586K | Buy |
28,006
+155
| +0.6% | +$3.24K | 0.01% | 671 |
|
|
2014
Q4 | $558K | Buy |
27,851
+1,873
| +7% | +$37.5K | 0.01% | 655 |
|
|
2014
Q3 | $479K | Sell |
25,978
-4,047
| -13% | -$74.6K | 0.01% | 669 |
|
|
2014
Q2 | $557K | Sell |
30,025
-774
| -3% | -$14.4K | 0.01% | 600 |
|
|
2014
Q1 | $552K | Buy |
30,799
+1,868
| +6% | +$33.5K | 0.01% | 579 |
|
|
2013
Q4 | $463K | Buy |
28,931
+16,816
| +139% | +$269K | 0.01% | 539 |
|
|
2013
Q3 | $189K | Buy |
12,115
+3,371
| +39% | +$52.6K | ﹤0.01% | 796 |
|
|
2013
Q2 | $123K | Buy |
+8,744
| New | +$123K | ﹤0.01% | 877 |
|