JGP Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.48M | Buy |
41,031
+1,243
| +3% | +$196K | 0.79% | 37 |
|
2025
Q1 | $4.31M | Buy |
39,788
+1,590
| +4% | +$172K | 0.57% | 46 |
|
2024
Q4 | $5.13M | Buy |
38,198
+287
| +0.8% | +$38.5K | 0.66% | 44 |
|
2024
Q3 | $4.6M | Sell |
37,911
-150
| -0.4% | -$18.2K | 0.59% | 44 |
|
2024
Q2 | $4.7M | Sell |
38,061
-209
| -0.5% | -$25.8K | 0.67% | 44 |
|
2024
Q1 | $3.46M | Sell |
38,270
-440
| -1% | -$39.8K | 0.5% | 52 |
|
2023
Q4 | $1.92M | Sell |
38,710
-4,840
| -11% | -$240K | 0.28% | 60 |
|
2023
Q3 | $1.89M | Buy |
43,550
+5,020
| +13% | +$218K | 0.32% | 61 |
|
2023
Q2 | $1.63M | Sell |
38,530
-1,760
| -4% | -$74.5K | 0.27% | 64 |
|
2023
Q1 | $1.12M | Sell |
40,290
-90
| -0.2% | -$2.5K | 0.2% | 77 |
|
2022
Q4 | $590K | Sell |
40,380
-31,960
| -44% | -$467K | 0.11% | 102 |
|
2022
Q3 | $874K | Buy |
72,340
+4,510
| +7% | +$54.5K | 0.18% | 78 |
|
2022
Q2 | $1.03M | Sell |
67,830
-30,880
| -31% | -$467K | 0.21% | 74 |
|
2022
Q1 | $2.28M | Buy |
98,710
+21,030
| +27% | +$486K | 0.42% | 54 |
|
2021
Q4 | $2.14M | Buy |
77,680
+22,710
| +41% | +$627K | 0.4% | 53 |
|
2021
Q3 | $1.14M | Sell |
54,970
-1,270
| -2% | -$26.3K | 0.25% | 69 |
|
2021
Q2 | $1.13M | Buy |
56,240
+600
| +1% | +$12K | 0.24% | 72 |
|
2021
Q1 | $742K | Buy |
55,640
+8,840
| +19% | +$118K | 0.17% | 81 |
|
2020
Q4 | $639K | Buy |
46,800
+1,040
| +2% | +$14.2K | 0.15% | 83 |
|
2020
Q3 | $639K | Buy |
45,760
+2,160
| +5% | +$30.2K | 0.17% | 77 |
|
2020
Q2 | $445K | Sell |
43,600
-1,440
| -3% | -$14.7K | 0.13% | 87 |
|
2020
Q1 | $301K | Sell |
45,040
-25,600
| -36% | -$171K | 0.11% | 101 |
|
2019
Q4 | $419K | Buy |
70,640
+19,600
| +38% | +$116K | 0.12% | 94 |
|
2019
Q3 | $221K | Hold |
51,040
| – | – | 0.08% | 123 |
|
2019
Q2 | $210K | Hold |
51,040
| – | – | 0.07% | 122 |
|
2019
Q1 | $229K | Buy |
+51,040
| New | +$229K | 0.09% | 111 |
|