Icon Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23M Buy
145,798
+15,109
+12% +$2.39M 1.64% 15
2025
Q1
$14.2M Buy
130,689
+6,656
+5% +$721K 1.17% 20
2024
Q4
$16.7M Sell
124,033
-4,221
-3% -$567K 1.37% 15
2024
Q3
$15.6M Buy
128,254
+5,923
+5% +$719K 1.3% 18
2024
Q2
$14.3M Buy
122,331
+17,681
+17% +$2.07M 1.27% 16
2024
Q1
$9.46M Buy
104,650
+12,150
+13% +$1.1M 0.88% 23
2023
Q4
$4.58M Buy
+92,500
New +$4.58M 0.48% 41
2022
Q4
$1.67M Buy
113,950
+990
+0.9% +$14.5K 0.19% 106
2022
Q3
$1.37M Buy
+112,960
New +$1.37M 0.17% 109