Lyell Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101M | Sell |
578,932
-1,791
| -0.3% | -$329K | 7.42% | 1 |
|
|
2025
Q4 | $108M | Sell |
580,723
-9,805
| -2% | -$1.83M | 7.84% | 1 |
|
|
2025
Q3 | $110M | Sell |
590,528
-3,692
| -0.6% | -$644K | 8.18% | 1 |
|
|
2025
Q2 | $93.9M | Buy |
594,220
+4,849
| +0.8% | +$610K | 7.42% | 1 |
|
|
2025
Q1 | $63.9M | Sell |
589,371
-21,584
| -4% | -$2.74M | 5.97% | 1 |
|
|
2024
Q4 | $82M | Sell |
610,955
-16,881
| -3% | -$2.33M | 7.35% | 1 |
|
|
2024
Q3 | $76.2M | Sell |
627,836
-26,928
| -4% | -$3.18M | 6.93% | 1 |
|
|
2024
Q2 | $80.9M | Sell |
654,764
-35,586
| -5% | -$3.6M | 7.72% | 1 |
|
|
2024
Q1 | $62.4M | Sell |
690,350
-57,550
| -8% | -$4.17M | 6.34% | 1 |
|
|
2023
Q4 | $37M | Sell |
747,900
-17,280
| -2% | -$801K | 4.21% | 1 |
|
|
2023
Q3 | $33.3M | Sell |
765,180
-56,440
| -7% | -$2.53M | 4.48% | 1 |
|
|
2023
Q2 | $34.8M | Sell |
821,620
-21,060
| -2% | -$699K | 4.44% | 1 |
|
|
2023
Q1 | $23.4M | Sell |
842,680
-15,780
| -2% | -$342K | 3.28% | 2 |
|
|
2022
Q4 | $12.5M | Sell |
858,460
-6,550
| -0.8% | -$96.1K | 1.98% | 8 |
|
|
2022
Q3 | $10.5M | Sell |
865,010
-2,890
| -0.3% | -$45.7K | 1.79% | 11 |
|
|
2022
Q2 | $13.2M | Sell |
867,900
-4,710
| -0.5% | -$88.9K | 2.15% | 6 |
|
|
2022
Q1 | $23.8M | Sell |
872,610
-30,860
| -3% | -$774K | 3.06% | 3 |
|
|
2021
Q4 | $26.6M | Sell |
903,470
-3,440
| -0.4% | -$94.7K | 3.03% | 2 |
|
|
2021
Q3 | $18.8M | Sell |
906,910
-5,370
| -0.6% | -$112K | 2.29% | 10 |
|
|
2021
Q2 | $18.3M | Buy |
912,280
+60,160
| +7% | +$964K | 2.26% | 9 |
|
|
2021
Q1 | $11.4M | Buy |
852,120
+20,840
| +3% | +$280K | 1.66% | 17 |
|
|
2020
Q4 | $10.9M | Buy |
831,280
+14,160
| +2% | +$190K | 1.73% | 17 |
|
|
2020
Q3 | $11.1M | Sell |
817,120
-1,040
| -0.1% | -$12.1K | 2.07% | 13 |
|
|
2020
Q2 | $7.77M | Buy |
818,160
+81,080
| +11% | +$656K | 1.7% | 21 |
|
|
2020
Q1 | $4.86M | Buy |
737,080
+17,680
| +2% | +$112K | 1.45% | 29 |
|
|
2019
Q4 | $4.23M | Buy |
719,400
+25,080
| +4% | +$130K | 1.13% | 43 |
|
|
2019
Q3 | $3.02M | Buy |
694,320
+53,320
| +8% | +$224K | 0.91% | 47 |
|
|
2019
Q2 | $2.63M | Buy |
641,000
+42,440
| +7% | +$176K | 0.79% | 48 |
|
|
2019
Q1 | $2.69M | Buy |
598,560
+72,960
| +14% | +$283K | 0.9% | 45 |
|
|
2018
Q4 | $1.75M | Sell |
525,600
-22,440
| -4% | -$107K | 0.73% | 48 |
|
|
2018
Q3 | $3.85M | Buy |
548,040
+3,040
| +0.6% | +$19.8K | 1.3% | 36 |
|
|
2018
Q2 | $3.23M | Sell |
545,000
-800
| -0.1% | -$4.86K | 1.18% | 37 |
|
|
2018
Q1 | $3.16M | Buy |
545,800
+30,800
| +6% | +$181K | 1.17% | 42 |
|
|
2017
Q4 | $2.49M | Buy |
515,000
+87,600
| +20% | +$435K | 0.99% | 43 |
|
|
2017
Q3 | $1.91M | Buy |
427,400
+33,000
| +8% | +$137K | 0.82% | 50 |
|
|
2017
Q2 | $1.43M | Buy |
394,400
+251,400
| +176% | +$798K | 0.69% | 54 |
|
|
2017
Q1 | $389K | Buy |
+143,000
| New | +$381K | 0.21% | 79 |
|
Other funds holding NVDA
VCM
VPM
