Focused Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1M | Buy |
86,834
+34,636
| +66% | +$6.35M | 1.58% | 11 |
|
|
2025
Q4 | $9.73M | Buy |
52,198
+1,701
| +3% | +$317K | 1.03% | 21 |
|
|
2025
Q3 | $9.42M | Buy |
50,497
+992
| +2% | +$173K | 1.02% | 22 |
|
|
2025
Q2 | $7.82M | Buy |
49,505
+15,765
| +47% | +$1.98M | 0.95% | 19 |
|
|
2025
Q1 | $3.66M | Buy |
33,740
+12,052
| +56% | +$1.53M | 0.5% | 31 |
|
|
2024
Q4 | $2.91M | Sell |
21,688
-2,526
| -10% | -$348K | 0.39% | 32 |
|
|
2024
Q3 | $2.94M | Buy |
24,214
+1,506
| +7% | +$178K | 0.39% | 40 |
|
|
2024
Q2 | $2.81M | Sell |
22,708
-522
| -2% | -$52.8K | 0.41% | 35 |
|
|
2024
Q1 | $2.1M | Sell |
23,230
-740
| -3% | -$53.6K | 0.33% | 41 |
|
|
2023
Q4 | $1.19M | Sell |
23,970
-3,710
| -13% | -$172K | 0.2% | 50 |
|
|
2023
Q3 | $1.2M | Sell |
27,680
-1,520
| -5% | -$68.1K | 0.21% | 50 |
|
|
2023
Q2 | $1.24M | Sell |
29,200
-910
| -3% | -$30.2K | 0.22% | 50 |
|
|
2023
Q1 | $836K | Buy |
30,110
+4,100
| +16% | +$88.7K | 0.17% | 57 |
|
|
2022
Q4 | $380K | Sell |
26,010
-450
| -2% | -$6.6K | 0.08% | 90 |
|
|
2022
Q3 | $321K | Buy |
26,460
+200
| +0.8% | +$3.16K | 0.07% | 100 |
|
|
2022
Q2 | $398K | Sell |
26,260
-170
| -0.6% | -$3.21K | 0.07% | 95 |
|
|
2022
Q1 | $721K | Buy |
26,430
+1,410
| +6% | +$35.4K | 0.11% | 78 |
|
|
2021
Q4 | $736K | Buy |
25,020
+1,820
| +8% | +$50.1K | 0.11% | 74 |
|
|
2021
Q3 | $481K | Buy |
23,200
+480
| +2% | +$9.97K | 0.08% | 101 |
|
|
2021
Q2 | $454K | Sell |
22,720
-2,600
| -10% | -$41.7K | 0.08% | 105 |
|
|
2021
Q1 | $338K | Buy |
25,320
+3,280
| +15% | +$44.1K | 0.06% | 121 |
|
|
2020
Q4 | $288K | Sell |
22,040
-6,920
| -24% | -$92.6K | 0.06% | 126 |
|
|
2020
Q3 | $392K | Buy |
28,960
+1,480
| +5% | +$17.2K | 0.09% | 100 |
|
|
2020
Q2 | $261K | Hold |
27,480
| – | – | 0.06% | 114 |
|
|
2020
Q1 | $181K | Sell |
27,480
-2,400
| -8% | -$15.1K | 0.05% | 126 |
|
|
2019
Q4 | $176K | Buy |
29,880
+1,400
| +5% | +$7.28K | 0.04% | 167 |
|
|
2019
Q3 | $124K | Sell |
28,480
-2,080
| -7% | -$8.75K | 0.03% | 205 |
|
|
2019
Q2 | $125K | Sell |
30,560
-1,400
| -4% | -$5.8K | 0.03% | 212 |
|
|
2019
Q1 | $143K | Hold |
31,960
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $107K | Buy |
31,960
+25,400
| +387% | +$122K | 0.04% | 212 |
|
|
2018
Q3 | $46K | Hold |
6,560
| – | – | 0.02% | 301 |
|
|
2018
Q2 | $39K | Hold |
6,560
| – | – | 0.01% | 292 |
|
|
2018
Q1 | $38K | Hold |
6,560
| – | – | 0.01% | 319 |
|
|
2017
Q4 | $32K | Hold |
6,560
| – | – | 0.01% | 339 |
|
|
2017
Q3 | $29K | Hold |
6,560
| – | – | 0.01% | 307 |
|
|
2017
Q2 | $24K | Hold |
6,560
| – | – | 0.01% | 359 |
|
|
2017
Q1 | $18K | Hold |
6,560
| – | – | 0.01% | 391 |
|
|
2016
Q4 | $18K | Sell |
6,560
-113,440
| -95% | -$237K | 0.01% | 394 |
|
|
2016
Q3 | $206K | Sell |
120,000
-108,000
| -47% | -$159K | 0.09% | 137 |
|
|
2016
Q2 | $268K | Buy |
228,000
+216,000
| +1,800% | +$223K | 0.12% | 104 |
|
|
2016
Q1 | $11K | Hold |
12,000
| – | – | 0.01% | 385 |
|
|
2015
Q4 | $10K | Hold |
12,000
| – | – | 0.01% | 410 |
|
|
2015
Q3 | $7K | Hold |
12,000
| – | – | ﹤0.01% | 452 |
|
|
2015
Q2 | $6K | Hold |
12,000
| – | – | ﹤0.01% | 478 |
|
|
2015
Q1 | $6K | Hold |
12,000
| – | – | ﹤0.01% | 501 |
|
|
2014
Q4 | $6K | Hold |
12,000
| – | – | ﹤0.01% | 489 |
|
|
2014
Q3 | $6K | Hold |
12,000
| – | – | ﹤0.01% | 493 |
|
|
2014
Q2 | $6K | Hold |
12,000
| – | – | ﹤0.01% | 493 |
|
|
2014
Q1 | $5K | Hold |
12,000
| – | – | ﹤0.01% | 490 |
|
|
2013
Q4 | $5K | Hold |
12,000
| – | – | ﹤0.01% | 481 |
|
|
2013
Q3 | $5K | Buy |
+12,000
| New | +$4.46K | ﹤0.01% | 459 |
|
Other funds holding NVDA
VCM
VPM
