EFS
Essex Financial Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Sell |
190,678
-3,091
| -2% | -$488K | 1.98% | 5 |
|
|
2025
Q1 | $21M | Sell |
193,769
-3,990
| -2% | -$432K | 1.51% | 10 |
|
|
2024
Q4 | $26.6M | Buy |
197,759
+6,324
| +3% | +$849K | 1.88% | 6 |
|
|
2024
Q3 | $27.5M | Sell |
191,435
-7,818
| -4% | -$1.12M | 1.98% | 5 |
|
|
2024
Q2 | $20.9M | Buy |
199,253
+181,434
| +1,018% | +$19M | 1.55% | 9 |
|
|
2024
Q1 | $16.1M | Buy |
17,819
+1,212
| +7% | +$1.1M | 1.48% | 11 |
|
|
2023
Q4 | $8.22M | Buy |
16,607
+1,533
| +10% | +$759K | 0.85% | 25 |
|
|
2023
Q3 | $6.56M | Sell |
15,074
-1,040
| -6% | -$452K | 0.76% | 29 |
|
|
2023
Q2 | $6.82M | Sell |
16,114
-2,687
| -14% | -$1.14M | 0.78% | 29 |
|
|
2023
Q1 | $5.22M | Sell |
18,801
-235
| -1% | -$65.3K | 0.55% | 45 |
|
|
2022
Q4 | $2.78M | Buy |
19,036
+73
| +0.4% | +$10.7K | 0.29% | 87 |
|
|
2022
Q3 | $2.3M | Sell |
18,963
-395
| -2% | -$48K | 0.27% | 88 |
|
|
2022
Q2 | $2.94M | Sell |
19,358
-78
| -0.4% | -$11.8K | 0.33% | 77 |
|
|
2022
Q1 | $5.3M | Buy |
19,436
+405
| +2% | +$111K | 0.51% | 49 |
|
|
2021
Q4 | $5.6M | Sell |
19,031
-8
| -0% | -$2.35K | 0.55% | 44 |
|
|
2021
Q3 | $3.94M | Buy |
19,039
+15,341
| +415% | +$3.18M | 0.45% | 51 |
|
|
2021
Q2 | $1.98M | Hold |
3,698
| – | – | 0.29% | 83 |
|
|
2021
Q1 | $1.98M | Buy |
3,698
+1,037
| +39% | +$554K | 0.35% | 73 |
|
|
2020
Q4 | $1.39M | Buy |
2,661
+85
| +3% | +$44.4K | 0.28% | 92 |
|
|
2020
Q3 | $1.39M | Sell |
2,576
-495
| -16% | -$268K | 0.34% | 63 |
|
|
2020
Q2 | $1.17M | Buy |
3,071
+44
| +1% | +$16.7K | 0.36% | 74 |
|
|
2020
Q1 | $798K | Sell |
3,027
-661
| -18% | -$174K | 0.28% | 92 |
|
|
2019
Q4 | $868K | Sell |
3,688
-78
| -2% | -$18.4K | 0.24% | 96 |
|
|
2019
Q3 | $656K | Buy |
3,766
+22
| +0.6% | +$3.83K | 0.21% | 112 |
|
|
2019
Q2 | $615K | Buy |
3,744
+12
| +0.3% | +$1.97K | 0.18% | 120 |
|
|
2019
Q1 | $670K | Sell |
3,732
-749
| -17% | -$134K | 0.2% | 106 |
|
|
2018
Q4 | $598K | Buy |
4,481
+523
| +13% | +$69.8K | 0.18% | 115 |
|
|
2018
Q3 | $1.11M | Buy |
3,958
+3
| +0.1% | +$843 | 0.24% | 95 |
|
|
2018
Q2 | $937K | Buy |
3,955
+100
| +3% | +$23.7K | 0.23% | 98 |
|
|
2018
Q1 | $893K | Sell |
3,855
-140
| -4% | -$32.4K | 0.18% | 128 |
|
|
2017
Q4 | $773K | Sell |
3,995
-2,587
| -39% | -$501K | 0.18% | 109 |
|
|
2017
Q3 | $1.18M | Buy |
6,582
+57
| +0.9% | +$10.2K | 0.29% | 81 |
|
|
2017
Q2 | $943K | Buy |
6,525
+2,900
| +80% | +$419K | 0.2% | 118 |
|
|
2017
Q1 | $395K | Sell |
3,625
-500
| -12% | -$54.5K | 0.09% | 216 |
|
|
2016
Q4 | $440K | Sell |
4,125
-1,500
| -27% | -$160K | 0.09% | 193 |
|
|
2016
Q3 | $385K | Buy |
+5,625
| New | +$385K | 0.09% | 206 |
|