HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $61.5M | Buy |
307,290
+2,579
| +0.8% | +$530K | 5.5% | 4 |
|
|
2026
Q1 | $53.1M | Sell |
304,711
-653
| -0.2% | -$120K | 5.51% | 4 |
|
|
2025
Q4 | $57M | Buy |
305,364
+5,243
| +2% | +$976K | 5.64% | 4 |
|
|
2025
Q3 | $56.7M | Buy |
300,121
+747
| +0.2% | +$130K | 5.87% | 4 |
|
|
2025
Q2 | $47.3M | Buy |
299,374
+8,698
| +3% | +$1.09M | 5.57% | 4 |
|
|
2025
Q1 | $31.5M | Buy |
290,676
+21,779
| +8% | +$2.76M | 4.1% | 5 |
|
|
2024
Q4 | $36.1M | Buy |
268,897
+4,133
| +2% | +$570K | 4.52% | 5 |
|
|
2024
Q3 | $32.2M | Buy |
264,764
+22,612
| +9% | +$2.67M | 4.21% | 5 |
|
|
2024
Q2 | $29.9M | Sell |
242,152
-2,028
| -0.8% | -$205K | 4.28% | 5 |
|
|
2024
Q1 | $22.1M | Buy |
244,180
+47,920
| +24% | +$3.47M | 3.35% | 5 |
|
|
2023
Q4 | $9.72M | Buy |
196,260
+12,490
| +7% | +$579K | 1.54% | 11 |
|
|
2023
Q3 | $7.99M | Buy |
183,770
+1,880
| +1% | +$84.2K | 1.75% | 9 |
|
|
2023
Q2 | $7.69M | Sell |
181,890
-460
| -0.3% | -$15.3K | 1.43% | 11 |
|
|
2023
Q1 | $5.07M | Sell |
182,350
-530
| -0.3% | -$11.5K | 1% | 16 |
|
|
2022
Q4 | $2.67M | Sell |
182,880
-150
| -0.1% | -$2.2K | 0.56% | 35 |
|
|
2022
Q3 | $2.22M | Buy |
183,030
+220
| +0.1% | +$3.48K | 0.47% | 43 |
|
|
2022
Q2 | $2.77M | Sell |
182,810
-3,000
| -2% | -$56.6K | 0.56% | 36 |
|
|
2022
Q1 | $5.07M | Sell |
185,810
-3,610
| -2% | -$90.5K | 0.83% | 21 |
|
|
2021
Q4 | $5.57M | Buy |
189,420
+93,230
| +97% | +$2.57M | 0.86% | 23 |
|
|
2021
Q3 | $1.99M | Buy |
96,190
+44,110
| +85% | +$916K | 0.33% | 68 |
|
|
2021
Q2 | $1.04M | Buy |
52,080
+320
| +0.6% | +$5.13K | 0.18% | 97 |
|
|
2021
Q1 | $691K | Sell |
51,760
-110,840
| -68% | -$1.49M | 0.14% | 109 |
|
|
2020
Q4 | $2.12M | Buy |
162,600
+16,440
| +11% | +$220K | 0.44% | 45 |
|
|
2020
Q3 | $1.96M | Sell |
146,160
-4,360
| -3% | -$50.7K | 0.45% | 44 |
|
|
2020
Q2 | $1.43M | Buy |
150,520
+1,560
| +1% | +$12.6K | 0.34% | 52 |
|
|
2020
Q1 | $982K | Buy |
148,960
+1,880
| +1% | +$11.9K | 0.28% | 64 |
|
|
2019
Q4 | $865K | Sell |
147,080
-13,480
| -8% | -$70.1K | 0.21% | 78 |
|
|
2019
Q3 | $778K | Buy |
160,560
+51,480
| +47% | +$217K | 0.26% | 71 |
|
|
2019
Q2 | $448K | Buy |
109,080
+53,240
| +95% | +$221K | 0.13% | 104 |
|
|
2019
Q1 | $235K | Sell |
55,840
-73,880
| -57% | -$287K | 0.07% | 153 |
|
|
2018
Q4 | $433K | Sell |
129,720
-5,600
| -4% | -$26.8K | 0.14% | 106 |
|
|
2018
Q3 | $883K | Buy |
135,320
+1,160
| +0.9% | +$7.54K | 0.29% | 77 |
|
|
2018
Q2 | $839K | Sell |
134,160
-400
| -0.3% | -$2.43K | 0.28% | 82 |
|
|
2018
Q1 | $779K | Buy |
134,560
+2,600
| +2% | +$15.3K | 0.27% | 86 |
|
|
2017
Q4 | $638K | Buy |
131,960
+9,200
| +7% | +$45.7K | 0.22% | 90 |
|
|
2017
Q3 | $549K | Buy |
122,760
+34,680
| +39% | +$144K | 0.23% | 95 |
|
|
2017
Q2 | $318K | Buy |
88,080
+4,000
| +5% | +$12.7K | 0.16% | 104 |
|
|
2017
Q1 | $229K | Sell |
84,080
-5,680
| -6% | -$15.1K | 0.12% | 133 |
|
|
2016
Q4 | $240K | Buy |
+89,760
| New | +$188K | 0.13% | 123 |
|
Other funds holding NVDA
CRM
CNB
P
SP
QCM
AAMU