JNBA Financial 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 | $1.8M | Sell |
11,418
-2,812
| -20% | -$444K | 0.17% | 64 |
|
|
2025
Q1 | $1.54M | Buy |
14,230
+1,738
| +14% | +$188K | 0.16% | 71 |
|
|
2024
Q4 | $1.68M | Buy |
12,492
+600
| +5% | +$80.6K | 0.17% | 64 |
|
|
2024
Q3 | $1.44M | Sell |
11,892
-425
| -3% | -$51.6K | 0.15% | 75 |
|
|
2024
Q2 | $1.52M | Buy |
12,317
+837
| +7% | +$103K | 0.16% | 72 |
|
|
2024
Q1 | $1.04M | Buy |
11,480
+1,470
| +15% | +$133K | 0.11% | 91 |
|
|
2023
Q4 | $496K | Buy |
10,010
+170
| +2% | +$8.42K | 0.06% | 136 |
|
|
2023
Q3 | $428K | Sell |
9,840
-340
| -3% | -$14.8K | 0.05% | 136 |
|
|
2023
Q2 | $431K | Sell |
10,180
-3,330
| -25% | -$141K | 0.05% | 138 |
|
|
2023
Q1 | $375K | Sell |
13,510
-560
| -4% | -$15.6K | 0.05% | 147 |
|
|
2022
Q4 | $206K | Sell |
14,070
-430
| -3% | -$6.28K | 0.03% | 182 |
|
|
2022
Q3 | $176K | Buy |
14,500
+3,200
| +28% | +$38.8K | 0.03% | 188 |
|
|
2022
Q2 | $171K | Sell |
11,300
-50
| -0.4% | -$757 | 0.03% | 192 |
|
|
2022
Q1 | $310K | Sell |
11,350
-50
| -0.4% | -$1.37K | 0.04% | 158 |
|
|
2021
Q4 | $335K | Sell |
11,400
-1,000
| -8% | -$29.4K | 0.04% | 158 |
|
|
2021
Q3 | $257K | Buy |
12,400
+200
| +2% | +$4.15K | 0.03% | 173 |
|
|
2021
Q2 | $244K | Sell |
12,200
-6,000
| -33% | -$120K | 0.03% | 180 |
|
|
2021
Q1 | $243K | Buy |
18,200
+9,800
| +117% | +$131K | 0.04% | 173 |
|
|
2020
Q4 | $110K | Sell |
8,400
-4,000
| -32% | -$52.4K | 0.02% | 199 |
|
|
2020
Q3 | $168K | Buy |
+12,400
| New | +$168K | 0.03% | 164 |
|
|
2020
Q1 | – | Sell |
-3,480
| Closed | -$20K | – | 599 |
|
|
2019
Q4 | $20K | Sell |
3,480
-1,120
| -24% | -$6.44K | ﹤0.01% | 350 |
|
|
2019
Q3 | $20K | Sell |
4,600
-6,880
| -60% | -$29.9K | ﹤0.01% | 335 |
|
|
2019
Q2 | $47K | Buy |
11,480
+6,000
| +109% | +$24.6K | 0.01% | 242 |
|
|
2019
Q1 | $25K | Buy |
5,480
+2,000
| +57% | +$9.12K | 0.01% | 305 |
|
|
2018
Q4 | $12K | Buy |
3,480
+2,680
| +335% | +$9.24K | ﹤0.01% | 358 |
|
|
2018
Q3 | $6K | Sell |
800
-6,200
| -89% | -$46.5K | ﹤0.01% | 415 |
|
|
2018
Q2 | $41K | Hold |
7,000
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $41K | Hold |
7,000
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $34K | Hold |
7,000
| – | – | 0.01% | 261 |
|
|
2017
Q3 | $31K | Hold |
7,000
| – | – | 0.01% | 258 |
|
|
2017
Q2 | $25K | Hold |
7,000
| – | – | 0.01% | 269 |
|
|
2017
Q1 | $19K | Sell |
7,000
-14,880
| -68% | -$40.4K | ﹤0.01% | 301 |
|
|
2016
Q4 | $58K | Buy |
21,880
+11,360
| +108% | +$30.1K | 0.01% | 197 |
|
|
2016
Q3 | $18K | Buy |
10,520
+3,520
| +50% | +$6.02K | ﹤0.01% | 857 |
|
|
2016
Q2 | $8K | Hold |
7,000
| – | – | ﹤0.01% | 359 |
|
|
2016
Q1 | $6K | Buy |
+7,000
| New | +$6K | ﹤0.01% | 401 |
|