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