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 |
|