Middleton & Co’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Buy |
58,479
+5,027
| +9% | +$794K | 1.04% | 32 |
|
|
2025
Q1 | $5.79M | Buy |
53,452
+37,642
| +238% | +$4.08M | 0.68% | 44 |
|
|
2024
Q4 | $2.12M | Buy |
15,810
+650
| +4% | +$87.3K | 0.23% | 72 |
|
|
2024
Q3 | $1.84M | Buy |
15,160
+50
| +0.3% | +$6.07K | 0.2% | 79 |
|
|
2024
Q2 | $1.87M | Buy |
15,110
+450
| +3% | +$55.6K | 0.22% | 75 |
|
|
2024
Q1 | $1.32M | Hold |
14,660
| – | – | 0.15% | 91 |
|
|
2023
Q4 | $726K | Buy |
14,660
+300
| +2% | +$14.9K | 0.09% | 98 |
|
|
2023
Q3 | $625K | Hold |
14,360
| – | – | 0.09% | 96 |
|
|
2023
Q2 | $607K | Sell |
14,360
-50
| -0.3% | -$2.12K | 0.08% | 96 |
|
|
2023
Q1 | $400K | Buy |
14,410
+170
| +1% | +$4.72K | 0.06% | 121 |
|
|
2022
Q4 | $208K | Buy |
+14,240
| New | +$208K | 0.03% | 153 |
|
|
2022
Q2 | – | Sell |
-12,460
| Closed | -$340K | – | 160 |
|
|
2022
Q1 | $340K | Buy |
12,460
+700
| +6% | +$19.1K | 0.04% | 139 |
|
|
2021
Q4 | $346K | Hold |
11,760
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $244K | Sell |
11,760
-35,280
| -75% | -$732K | 0.03% | 146 |
|
|
2021
Q2 | $235K | Buy |
+47,040
| New | +$235K | 0.03% | 147 |
|