DBIA
Dumont & Blake Investment Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
11,687
+441
| +4% | +$69.7K | 0.48% | 60 |
|
|
2025
Q1 | $1.22M | Sell |
11,246
-2,117
| -16% | -$229K | 0.34% | 74 |
|
|
2024
Q4 | $1.79M | Buy |
13,363
+170
| +1% | +$22.8K | 0.48% | 58 |
|
|
2024
Q3 | $1.6M | Sell |
13,193
-15,586
| -54% | -$1.89M | 0.43% | 66 |
|
|
2024
Q2 | $3.56M | Buy |
28,779
+27,355
| +1,921% | +$3.38M | 0.5% | 50 |
|
|
2024
Q1 | $1.29M | Buy |
1,424
+86
| +6% | +$77.7K | 0.37% | 74 |
|
|
2023
Q4 | $663K | Hold |
1,338
| – | – | 0.21% | 117 |
|
|
2023
Q3 | $582K | Buy |
1,338
+57
| +4% | +$24.8K | 0.2% | 118 |
|
|
2023
Q2 | $542K | Buy |
1,281
+2
| +0.2% | +$846 | 0.18% | 124 |
|
|
2023
Q1 | $355K | Buy |
+1,279
| New | +$355K | 0.12% | 144 |
|
|
2022
Q3 | – | Sell |
-1,394
| Closed | -$211K | – | 192 |
|
|
2022
Q2 | $211K | Buy |
1,394
+205
| +17% | +$31K | 0.07% | 182 |
|
|
2022
Q1 | $324K | Hold |
1,189
| – | – | 0.09% | 177 |
|
|
2021
Q4 | $350K | Sell |
1,189
-30
| -2% | -$8.83K | 0.09% | 158 |
|
|
2021
Q3 | $253K | Buy |
1,219
+929
| +320% | +$193K | 0.07% | 176 |
|
|
2021
Q2 | $232K | Buy |
+290
| New | +$232K | 0.07% | 186 |
|
|
2020
Q4 | – | Sell |
-370
| Closed | -$200K | – | 194 |
|
|
2020
Q3 | $200K | Buy |
+370
| New | +$200K | 0.08% | 173 |
|