Financial Architects (New Jersey)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.65M | Buy |
39,080
+3,300
| +9% | +$140K | 0.25% | 90 |
|
2023
Q1 | $994K | Sell |
35,780
-7,860
| -18% | -$218K | 0.16% | 138 |
|
2022
Q4 | $638K | Buy |
43,640
+3,830
| +10% | +$56K | 0.11% | 180 |
|
2022
Q3 | $483K | Buy |
+39,810
| New | +$483K | 0.08% | 202 |
|
2022
Q2 | – | Sell |
-40,990
| Closed | -$1.12M | – | 187 |
|
2022
Q1 | $1.12M | Sell |
40,990
-5,310
| -11% | -$145K | 0.16% | 134 |
|
2021
Q4 | $1.36M | Buy |
46,300
+4,010
| +9% | +$118K | 0.18% | 126 |
|
2021
Q3 | $876K | Buy |
42,290
+2,210
| +6% | +$45.8K | 0.13% | 146 |
|
2021
Q2 | $802K | Buy |
40,080
+1,280
| +3% | +$25.6K | 0.12% | 154 |
|
2021
Q1 | $518K | Buy |
38,800
+1,560
| +4% | +$20.8K | 0.08% | 182 |
|
2020
Q4 | $486K | Buy |
37,240
+2,000
| +6% | +$26.1K | 0.09% | 172 |
|
2020
Q3 | $477K | Buy |
35,240
+2,720
| +8% | +$36.8K | 0.11% | 155 |
|
2020
Q2 | $309K | Sell |
32,520
-22,560
| -41% | -$214K | 0.07% | 184 |
|
2020
Q1 | $363K | Buy |
55,080
+26,000
| +89% | +$171K | 0.1% | 150 |
|
2019
Q4 | $171K | Hold |
29,080
| – | – | 0.04% | 261 |
|
2019
Q3 | $127K | Sell |
29,080
-98,400
| -77% | -$430K | 0.03% | 292 |
|
2019
Q2 | $523K | Sell |
127,480
-3,280
| -3% | -$13.5K | 0.1% | 145 |
|
2019
Q1 | $587K | Buy |
130,760
+24,720
| +23% | +$111K | 0.1% | 142 |
|
2018
Q4 | $354K | Buy |
106,040
+2,840
| +3% | +$9.48K | 0.07% | 185 |
|
2018
Q3 | $724K | Sell |
103,200
-27,720
| -21% | -$194K | 0.12% | 123 |
|
2018
Q2 | $776K | Sell |
130,920
-61,720
| -32% | -$366K | 0.14% | 114 |
|
2018
Q1 | $1.12M | Buy |
192,640
+61,760
| +47% | +$357K | 0.22% | 82 |
|
2017
Q4 | $633K | Sell |
130,880
-8,320
| -6% | -$40.2K | 0.11% | 129 |
|
2017
Q3 | $623K | Buy |
139,200
+23,000
| +20% | +$103K | 0.11% | 130 |
|
2017
Q2 | $420K | Sell |
116,200
-58,880
| -34% | -$213K | 0.08% | 167 |
|
2017
Q1 | $477K | Sell |
175,080
-33,520
| -16% | -$91.3K | 0.08% | 158 |
|
2016
Q4 | $557K | Sell |
208,600
-8,560
| -4% | -$22.9K | 0.13% | 130 |
|
2016
Q3 | $372K | Sell |
217,160
-8,040
| -4% | -$13.8K | 0.1% | 164 |
|
2016
Q2 | $265K | Buy |
225,200
+174,920
| +348% | +$206K | 0.07% | 192 |
|
2016
Q1 | $45K | Buy |
+50,280
| New | +$45K | 0.02% | 417 |
|
2015
Q3 | – | Sell |
-30,000
| Closed | -$15K | – | 658 |
|
2015
Q2 | $15K | Hold |
30,000
| – | – | 0.01% | 680 |
|
2015
Q1 | $16K | Hold |
30,000
| – | – | 0.01% | 615 |
|
2014
Q4 | $15K | Hold |
30,000
| – | – | 0.01% | 580 |
|
2014
Q3 | $14K | Hold |
30,000
| – | – | 0.01% | 530 |
|
2014
Q2 | $14K | Buy |
+30,000
| New | +$14K | 0.01% | 563 |
|
2013
Q4 | – | Sell |
-30,000
| Closed | -$12K | – | 420 |
|
2013
Q3 | $12K | Hold |
30,000
| – | – | 0.01% | 461 |
|
2013
Q2 | $11K | Buy |
+30,000
| New | +$11K | 0.01% | 445 |
|