JFS Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
17,747
+1,646
| +10% | +$260K | 0.18% | 76 |
|
|
2025
Q1 | $1.74M | Buy |
16,101
+154
| +1% | +$16.7K | 0.12% | 105 |
|
|
2024
Q4 | $2.14M | Buy |
15,947
+700
| +5% | +$94K | 0.15% | 86 |
|
|
2024
Q3 | $1.85M | Buy |
15,247
+2,044
| +15% | +$248K | 0.12% | 101 |
|
|
2024
Q2 | $1.63M | Buy |
13,203
+463
| +4% | +$57.2K | 0.13% | 90 |
|
|
2024
Q1 | $1.15M | Sell |
12,740
-330
| -3% | -$29.8K | 0.09% | 107 |
|
|
2023
Q4 | $647K | Sell |
13,070
-8,500
| -39% | -$421K | 0.06% | 135 |
|
|
2023
Q3 | $938K | Buy |
21,570
+13,940
| +183% | +$606K | 0.09% | 112 |
|
|
2023
Q2 | $323K | Hold |
7,630
| – | – | 0.03% | 173 |
|
|
2023
Q1 | $212K | Sell |
7,630
-80
| -1% | -$2.22K | 0.02% | 211 |
|
|
2022
Q4 | $113K | Sell |
7,710
-4,120
| -35% | -$60.2K | 0.01% | 263 |
|
|
2022
Q3 | $144K | Sell |
11,830
-4,940
| -29% | -$60.1K | 0.02% | 248 |
|
|
2022
Q2 | $254K | Buy |
16,770
+1,100
| +7% | +$16.7K | 0.03% | 187 |
|
|
2022
Q1 | $428K | Buy |
15,670
+3,410
| +28% | +$93.1K | 0.04% | 167 |
|
|
2021
Q4 | $361K | Buy |
12,260
+990
| +9% | +$29.2K | 0.03% | 179 |
|
|
2021
Q3 | $233K | Buy |
11,270
+10,990
| +3,925% | +$227K | 0.02% | 208 |
|
|
2021
Q2 | $6K | Sell |
280
-280
| -50% | -$6K | ﹤0.01% | 486 |
|
|
2021
Q1 | $7K | Buy |
560
+280
| +100% | +$3.5K | ﹤0.01% | 447 |
|
|
2020
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 497 |
|
|
2020
Q3 | $4K | Hold |
280
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $3K | Buy |
+280
| New | +$3K | ﹤0.01% | 467 |
|
|
2018
Q4 | – | Sell |
-20,000
| Closed | -$141K | – | 511 |
|
|
2018
Q3 | $141K | Buy |
+20,000
| New | +$141K | 0.04% | 165 |
|
|
2018
Q1 | – | Sell |
-32,800
| Closed | -$159K | – | 559 |
|
|
2017
Q4 | $159K | Buy |
32,800
+20,000
| +156% | +$97K | 0.04% | 158 |
|
|
2017
Q3 | $57K | Hold |
12,800
| – | – | 0.01% | 233 |
|
|
2017
Q2 | $46K | Buy |
+12,800
| New | +$46K | 0.01% | 227 |
|