Jackson Grant Investment Advisers’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Hold |
6,670
| – | – | 0.39% | 43 |
|
2025
Q1 | $723K | Buy |
6,670
+559
| +9% | +$60.6K | 0.28% | 52 |
|
2024
Q4 | $821K | Hold |
6,111
| – | – | 0.32% | 46 |
|
2024
Q3 | $742K | Hold |
6,111
| – | – | 0.28% | 53 |
|
2024
Q2 | $755K | Buy |
6,111
+1,291
| +27% | +$159K | 0.3% | 51 |
|
2024
Q1 | $436K | Buy |
4,820
+1,400
| +41% | +$126K | 0.18% | 68 |
|
2023
Q4 | $169K | Hold |
3,420
| – | – | 0.08% | 109 |
|
2023
Q3 | $149K | Hold |
3,420
| – | – | 0.07% | 111 |
|
2023
Q2 | $145K | Sell |
3,420
-3,200
| -48% | -$135K | 0.07% | 118 |
|
2023
Q1 | $184K | Buy |
6,620
+970
| +17% | +$26.9K | 0.09% | 108 |
|
2022
Q4 | $82.6K | Sell |
5,650
-6,780
| -55% | -$99.1K | 0.04% | 146 |
|
2022
Q3 | $151K | Hold |
12,430
| – | – | 0.08% | 109 |
|
2022
Q2 | $188K | Buy |
12,430
+130
| +1% | +$1.97K | 0.09% | 104 |
|
2022
Q1 | $336K | Buy |
12,300
+50
| +0.4% | +$1.37K | 0.14% | 83 |
|
2021
Q4 | $360K | Buy |
12,250
+250
| +2% | +$7.35K | 0.18% | 66 |
|
2021
Q3 | $249K | Hold |
12,000
| – | – | 0.11% | 92 |
|
2021
Q2 | $240K | Buy |
12,000
+200
| +2% | +$4K | 0.11% | 93 |
|
2021
Q1 | $158K | Buy |
11,800
+2,120
| +22% | +$28.4K | 0.07% | 119 |
|
2020
Q4 | $126K | Buy |
+9,680
| New | +$126K | 0.06% | 122 |
|