Icon Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $3.48M | Sell |
80,060
-2,430
| -3% | -$106K | 0.4% | 57 |
|
2023
Q2 | $3.49M | Sell |
82,490
-13,070
| -14% | -$553K | 0.37% | 56 |
|
2023
Q1 | $2.65M | Buy |
+95,560
| New | +$2.65M | 0.29% | 75 |
|
2022
Q2 | $1.51M | Buy |
99,350
+8,890
| +10% | +$135K | 0.18% | 113 |
|
2022
Q1 | $2.47M | Buy |
90,460
+2,810
| +3% | +$76.7K | 0.25% | 87 |
|
2021
Q4 | $2.58M | Sell |
87,650
-3,570
| -4% | -$105K | 0.26% | 91 |
|
2021
Q3 | $1.89M | Buy |
91,220
+2,340
| +3% | +$48.5K | 0.2% | 110 |
|
2021
Q2 | $1.78M | Sell |
88,880
-640
| -0.7% | -$12.8K | 0.19% | 113 |
|
2021
Q1 | $1.2M | Buy |
89,520
+4,800
| +6% | +$64.1K | 0.15% | 124 |
|
2020
Q4 | $1.11M | Buy |
84,720
+8,280
| +11% | +$108K | 0.17% | 109 |
|
2020
Q3 | $1.03M | Sell |
76,440
-83,520
| -52% | -$1.13M | 0.2% | 98 |
|
2020
Q2 | $1.52M | Buy |
159,960
+80,120
| +100% | +$761K | 0.37% | 52 |
|
2020
Q1 | $526K | Sell |
79,840
-2,440
| -3% | -$16.1K | 0.21% | 58 |
|
2019
Q4 | $484K | Sell |
82,280
-200
| -0.2% | -$1.18K | 0.15% | 73 |
|
2019
Q3 | $359K | Sell |
82,480
-4,200
| -5% | -$18.3K | 0.12% | 91 |
|
2019
Q2 | $356K | Buy |
86,680
+1,400
| +2% | +$5.75K | 0.13% | 94 |
|
2019
Q1 | $383K | Buy |
85,280
+25,000
| +41% | +$112K | 0.14% | 81 |
|
2018
Q4 | $201K | Buy |
60,280
+4,800
| +9% | +$16K | 0.1% | 136 |
|
2018
Q3 | $390K | Sell |
55,480
-2,760
| -5% | -$19.4K | 0.16% | 101 |
|
2018
Q2 | $345K | Sell |
58,240
-7,040
| -11% | -$41.7K | 0.15% | 108 |
|
2018
Q1 | $378K | Sell |
65,280
-17,760
| -21% | -$103K | 0.2% | 108 |
|
2017
Q4 | $402K | Buy |
+83,040
| New | +$402K | 0.2% | 107 |
|