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