JMFC
J.M. Forbes & Co’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1M | Sell |
405,757
-57,993
| -13% | -$9.16M | 5.86% | 3 |
|
|
2025
Q1 | $50.3M | Buy |
463,750
+9,926
| +2% | +$1.08M | 4.87% | 4 |
|
|
2024
Q4 | $60.9M | Sell |
453,824
-35,173
| -7% | -$4.72M | 5.87% | 4 |
|
|
2024
Q3 | $59.4M | Buy |
488,997
+932
| +0.2% | +$113K | 5.8% | 3 |
|
|
2024
Q2 | $60.3M | Buy |
488,065
+439,787
| +911% | +$54.3M | 6.18% | 3 |
|
|
2024
Q1 | $43.6M | Sell |
48,278
-5,929
| -11% | -$5.36M | 4.73% | 3 |
|
|
2023
Q4 | $26.8M | Buy |
54,207
+376
| +0.7% | +$186K | 3.12% | 7 |
|
|
2023
Q3 | $23.4M | Sell |
53,831
-6,912
| -11% | -$3.01M | 3.04% | 6 |
|
|
2023
Q2 | $25.7M | Sell |
60,743
-9,103
| -13% | -$3.85M | 3.2% | 5 |
|
|
2023
Q1 | $19.4M | Sell |
69,846
-232
| -0.3% | -$64.4K | 2.65% | 8 |
|
|
2022
Q4 | $10.2M | Sell |
70,078
-313
| -0.4% | -$45.7K | 1.48% | 31 |
|
|
2022
Q3 | $8.55M | Buy |
70,391
+531
| +0.8% | +$64.5K | 1.34% | 31 |
|
|
2022
Q2 | $10.6M | Buy |
69,860
+107
| +0.2% | +$16.2K | 1.56% | 29 |
|
|
2022
Q1 | $19M | Buy |
69,753
+234
| +0.3% | +$63.9K | 2.41% | 10 |
|
|
2021
Q4 | $20.4M | Buy |
69,519
+182
| +0.3% | +$53.5K | 2.35% | 11 |
|
|
2021
Q3 | $14.4M | Buy |
69,337
+52,157
| +304% | +$10.8M | 1.81% | 22 |
|
|
2021
Q2 | $13.7M | Buy |
17,180
+16,727
| +3,692% | +$13.4M | 1.73% | 24 |
|
|
2021
Q1 | $241K | Buy |
453
+7
| +2% | +$3.72K | 0.03% | 94 |
|
|
2020
Q4 | $233K | Hold |
446
| – | – | 0.03% | 97 |
|
|
2020
Q3 | $241K | Buy |
+446
| New | +$241K | 0.04% | 92 |
|
|
2020
Q1 | – | Sell |
-970
| Closed | -$228K | – | 102 |
|
|
2019
Q4 | $228K | Buy |
+970
| New | +$228K | 0.04% | 98 |
|
|
2018
Q4 | – | Sell |
-970
| Closed | -$273K | – | 106 |
|
|
2018
Q3 | $273K | Hold |
970
| – | – | 0.06% | 92 |
|
|
2018
Q2 | $230K | Hold |
970
| – | – | 0.05% | 93 |
|
|
2018
Q1 | $225K | Buy |
+970
| New | +$225K | 0.05% | 97 |
|