LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270M | Buy |
1,707,217
+149,379
| +10% | +$23.6M | 2.38% | 13 |
|
|
2025
Q1 | $160M | Buy |
1,557,838
+209,094
| +16% | +$21.5M | 1.56% | 21 |
|
|
2024
Q4 | $160M | Buy |
1,348,744
+63,733
| +5% | +$7.55M | 1.37% | 23 |
|
|
2024
Q3 | $180M | Buy |
1,285,011
+37,494
| +3% | +$5.26M | 1.61% | 20 |
|
|
2024
Q2 | $158M | Buy |
1,247,517
+1,125,105
| +919% | +$142M | 1.45% | 24 |
|
|
2024
Q1 | $97.3M | Buy |
122,412
+3,708
| +3% | +$2.95M | 0.97% | 30 |
|
|
2023
Q4 | $73M | Buy |
118,704
+1,364
| +1% | +$839K | 0.72% | 35 |
|
|
2023
Q3 | $51M | Sell |
117,340
-218
| -0.2% | -$94.8K | 0.57% | 40 |
|
|
2023
Q2 | $49.7M | Buy |
117,558
+2,646
| +2% | +$1.12M | 0.53% | 43 |
|
|
2023
Q1 | $31.9M | Buy |
114,912
+5,882
| +5% | +$1.63M | 0.37% | 54 |
|
|
2022
Q4 | $15.9M | Buy |
109,030
+8,702
| +9% | +$1.27M | 0.2% | 60 |
|
|
2022
Q3 | $12.2M | Buy |
100,328
+50,528
| +101% | +$6.13M | 0.16% | 63 |
|
|
2022
Q2 | $7.55M | Buy |
49,800
+3,055
| +7% | +$463K | 0.09% | 72 |
|
|
2022
Q1 | $12.8M | Buy |
46,745
+2,069
| +5% | +$565K | 0.13% | 63 |
|
|
2021
Q4 | $13.1M | Sell |
44,676
-343
| -0.8% | -$101K | 0.12% | 63 |
|
|
2021
Q3 | $9.33M | Buy |
45,019
+37,896
| +532% | +$7.85M | 0.09% | 70 |
|
|
2021
Q2 | $5.7M | Buy |
7,123
+367
| +5% | +$294K | 0.06% | 83 |
|
|
2021
Q1 | $3.61M | Sell |
6,756
-245
| -3% | -$131K | 0.04% | 98 |
|
|
2020
Q4 | $3.66M | Buy |
7,001
+165
| +2% | +$86.2K | 0.04% | 96 |
|
|
2020
Q3 | $3.7M | Sell |
6,836
-7
| -0.1% | -$3.79K | 0.05% | 90 |
|
|
2020
Q2 | $2.6M | Sell |
6,843
-325
| -5% | -$123K | 0.04% | 100 |
|
|
2020
Q1 | $1.89M | Buy |
7,168
+105
| +1% | +$27.7K | 0.03% | 103 |
|
|
2019
Q4 | $1.66M | Sell |
7,063
-65
| -0.9% | -$15.3K | 0.02% | 125 |
|
|
2019
Q3 | $1.24M | Sell |
7,128
-9
| -0.1% | -$1.57K | 0.02% | 138 |
|
|
2019
Q2 | $1.17M | Buy |
7,137
+120
| +2% | +$19.7K | 0.02% | 144 |
|
|
2019
Q1 | $1.26M | Buy |
7,017
+355
| +5% | +$63.7K | 0.02% | 141 |
|
|
2018
Q4 | $889K | Buy |
6,662
+1,415
| +27% | +$189K | 0.02% | 157 |
|
|
2018
Q3 | $1.48M | Hold |
5,247
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $1.24M | Buy |
5,247
+1,553
| +42% | +$368K | 0.02% | 147 |
|
|
2018
Q1 | $855K | Buy |
3,694
+1,136
| +44% | +$263K | 0.02% | 174 |
|
|
2017
Q4 | $495K | Buy |
2,558
+290
| +13% | +$56.1K | 0.01% | 201 |
|
|
2017
Q3 | $405K | Buy |
+2,268
| New | +$405K | 0.01% | 210 |
|