Lipe & Dalton’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
4,500
+230
| +5% | +$36.3K | 0.38% | 53 |
|
|
2025
Q1 | $463K | Hold |
4,270
| – | – | 0.26% | 60 |
|
|
2024
Q4 | $573K | Sell |
4,270
-5,060
| -54% | -$679K | 0.3% | 57 |
|
|
2024
Q3 | $1.13M | Buy |
9,330
+160
| +2% | +$19.4K | 0.57% | 52 |
|
|
2024
Q2 | $1.13M | Buy |
9,170
+170
| +2% | +$21K | 0.61% | 49 |
|
|
2024
Q1 | $813K | Sell |
9,000
-1,700
| -16% | -$154K | 0.42% | 58 |
|
|
2023
Q4 | $530K | Sell |
10,700
-1,000
| -9% | -$49.5K | 0.29% | 59 |
|
|
2023
Q3 | $509K | Buy |
11,700
+500
| +4% | +$21.8K | 0.31% | 59 |
|
|
2023
Q2 | $474K | Sell |
11,200
-2,000
| -15% | -$84.6K | 0.27% | 64 |
|
|
2023
Q1 | $367K | Sell |
13,200
-1,000
| -7% | -$27.8K | 0.21% | 65 |
|
|
2022
Q4 | $208K | Hold |
14,200
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $172K | Hold |
14,200
| – | – | 0.11% | 76 |
|
|
2022
Q2 | $215K | Hold |
14,200
| – | – | 0.13% | 76 |
|
|
2022
Q1 | $387K | Buy |
14,200
+500
| +4% | +$13.6K | 0.19% | 65 |
|
|
2021
Q4 | $403K | Sell |
13,700
-1,500
| -10% | -$44.1K | 0.19% | 67 |
|
|
2021
Q3 | $315K | Hold |
15,200
| – | – | 0.16% | 68 |
|
|
2021
Q2 | $304K | Sell |
15,200
-2,000
| -12% | -$40K | 0.16% | 70 |
|
|
2021
Q1 | $230K | Hold |
17,200
| – | – | 0.13% | 71 |
|
|
2020
Q4 | $225K | Hold |
17,200
| – | – | 0.14% | 66 |
|
|
2020
Q3 | $233K | Buy |
17,200
+400
| +2% | +$5.42K | 0.16% | 66 |
|
|
2020
Q2 | $160K | Buy |
+16,800
| New | +$160K | 0.12% | 74 |
|