EWM
Evercore Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381M | Sell |
2,413,188
-55,925
| -2% | -$8.84M | 5.93% | 2 |
|
|
2025
Q1 | $268M | Buy |
2,469,113
+106,557
| +5% | +$11.5M | 4.3% | 3 |
|
|
2024
Q4 | $317M | Sell |
2,362,556
-40,227
| -2% | -$5.4M | 4.75% | 3 |
|
|
2024
Q3 | $292M | Buy |
2,402,783
+13,883
| +0.6% | +$1.69M | 4.38% | 3 |
|
|
2024
Q2 | $295M | Buy |
2,388,900
+2,148,278
| +893% | +$265M | 4.65% | 3 |
|
|
2024
Q1 | $217M | Sell |
240,622
-18,841
| -7% | -$17M | 3.41% | 4 |
|
|
2023
Q4 | $128M | Buy |
259,463
+13,784
| +6% | +$6.83M | 2.15% | 14 |
|
|
2023
Q3 | $107M | Buy |
245,679
+1,721
| +0.7% | +$749K | 2% | 16 |
|
|
2023
Q2 | $103M | Sell |
243,958
-17,639
| -7% | -$7.46M | 1.89% | 15 |
|
|
2023
Q1 | $72.7M | Sell |
261,597
-15,312
| -6% | -$4.25M | 1.45% | 29 |
|
|
2022
Q4 | $40.5M | Buy |
276,909
+22,404
| +9% | +$3.27M | 0.85% | 38 |
|
|
2022
Q3 | $30.9M | Buy |
254,505
+21,269
| +9% | +$2.58M | 0.7% | 42 |
|
|
2022
Q2 | $35.4M | Buy |
233,236
+216,723
| +1,312% | +$32.9M | 0.75% | 43 |
|
|
2022
Q1 | $4.51M | Buy |
16,513
+176
| +1% | +$48K | 0.08% | 105 |
|
|
2021
Q4 | $4.8M | Buy |
16,337
+473
| +3% | +$139K | 0.08% | 110 |
|
|
2021
Q3 | $3.29M | Buy |
15,864
+12,037
| +315% | +$2.49M | 0.06% | 131 |
|
|
2021
Q2 | $3.06M | Sell |
3,827
-13
| -0.3% | -$10.4K | 0.06% | 140 |
|
|
2021
Q1 | $2.05M | Buy |
3,840
+1,075
| +39% | +$574K | 0.04% | 168 |
|
|
2020
Q4 | $1.44M | Buy |
2,765
+128
| +5% | +$66.8K | 0.03% | 182 |
|
|
2020
Q3 | $1.43M | Buy |
2,637
+319
| +14% | +$173K | 0.03% | 169 |
|
|
2020
Q2 | $880K | Sell |
2,318
-119
| -5% | -$45.2K | 0.02% | 203 |
|
|
2020
Q1 | $642K | Sell |
2,437
-182
| -7% | -$47.9K | 0.02% | 214 |
|
|
2019
Q4 | $616K | Buy |
2,619
+702
| +37% | +$165K | 0.02% | 257 |
|
|
2019
Q3 | $334K | Buy |
1,917
+511
| +36% | +$89K | 0.01% | 318 |
|
|
2019
Q2 | $231K | Sell |
1,406
-293
| -17% | -$48.1K | 0.01% | 378 |
|
|
2019
Q1 | $305K | Buy |
+1,699
| New | +$305K | 0.01% | 328 |
|
|
2018
Q4 | – | Sell |
-817
| Closed | -$230K | – | 403 |
|
|
2018
Q3 | $230K | Sell |
817
-248
| -23% | -$69.8K | 0.01% | 380 |
|
|
2018
Q2 | $253K | Buy |
1,065
+75
| +8% | +$17.8K | 0.01% | 353 |
|
|
2018
Q1 | $229K | Sell |
990
-2,275
| -70% | -$526K | 0.01% | 330 |
|
|
2017
Q4 | $632K | Buy |
3,265
+1,000
| +44% | +$194K | 0.02% | 230 |
|
|
2017
Q3 | $405K | Buy |
2,265
+1,500
| +196% | +$268K | 0.02% | 275 |
|
|
2017
Q2 | $110K | Buy |
765
+206
| +37% | +$29.6K | ﹤0.01% | 449 |
|
|
2017
Q1 | $61K | Buy |
559
+80
| +17% | +$8.73K | ﹤0.01% | 567 |
|
|
2016
Q4 | $51K | Sell |
479
-47
| -9% | -$5K | ﹤0.01% | 604 |
|
|
2016
Q3 | $36K | Buy |
526
+415
| +374% | +$28.4K | ﹤0.01% | 667 |
|
|
2016
Q2 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 920 |
|