EP Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294M | Buy |
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|
2025
Q1 | $158M | Buy |
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|
2024
Q4 | $192M | Sell |
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|
2024
Q3 | $179M | Buy |
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|
2024
Q2 | $169M | Buy |
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|
2024
Q1 | $71.2M | Sell |
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|
2023
Q4 | $39.2M | Buy |
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|
2023
Q3 | $33.4M | Buy |
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|
2023
Q2 | $32.5M | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $7.93M | Buy |
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|
2022
Q3 | $5.52M | Buy |
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|
2022
Q2 | $4.16M | Buy |
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|
2022
Q1 | $6.59M | Buy |
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|
2021
Q4 | $6.21M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $780K | Buy |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $347K | Buy |
|