Moneta Group Investment 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
$47.3M Buy
299,654
+47,172
+19% +$7.45M 0.56% 39
2025
Q1
$27.4M Sell
252,482
-22,921
-8% -$2.48M 0.38% 48
2024
Q4
$37M Buy
275,403
+21,023
+8% +$2.82M 0.52% 44
2024
Q3
$30.9M Buy
254,380
+15,045
+6% +$1.83M 0.45% 46
2024
Q2
$29.6M Sell
239,335
-1,620,775
-87% -$200M 0.47% 44
2024
Q1
$16.8M Buy
1,860,110
+1,705,110
+1,100% +$15.4M 0.27% 59
2023
Q4
$7.68M Buy
155,000
+14,480
+10% +$717K 0.15% 81
2023
Q3
$6.11M Buy
140,520
+2,150
+2% +$93.5K 0.14% 87
2023
Q2
$5.85M Sell
138,370
-11,230
-8% -$475K 0.13% 92
2023
Q1
$4.16M Buy
149,600
+51,730
+53% +$1.44M 0.1% 109
2022
Q4
$1.91M Sell
97,870
-24,130
-20% -$471K 0.05% 150
2022
Q3
$1.48M Sell
122,000
-28,600
-19% -$347K 0.06% 154
2022
Q2
$2.28M Buy
150,600
+23,170
+18% +$351K 0.08% 134
2022
Q1
$3.48M Buy
127,430
+27,260
+27% +$744K 0.14% 97
2021
Q4
$2.95M Sell
100,170
-1,200
-1% -$35.3K 0.12% 115
2021
Q3
$2.1M Sell
101,370
-303,790
-75% -$6.29M 0.1% 122
2021
Q2
$2.03M Buy
405,160
+304,840
+304% +$1.52M 0.09% 131
2021
Q1
$1.34M Buy
100,320
+30,400
+43% +$406K 0.07% 152
2020
Q4
$913K Buy
69,920
+2,080
+3% +$27.2K 0.07% 152
2020
Q3
$918K Sell
67,840
-480
-0.7% -$6.5K 0.08% 126
2020
Q2
$649K Buy
68,320
+1,560
+2% +$14.8K 0.06% 135
2020
Q1
$440K Sell
66,760
-200
-0.3% -$1.32K 0.05% 159
2019
Q4
$394K Sell
66,960
-840
-1% -$4.94K 0.03% 185
2019
Q3
$295K Buy
67,800
+14,960
+28% +$65.1K 0.03% 210
2019
Q2
$217K Sell
52,840
-7,080
-12% -$29.1K 0.02% 210
2019
Q1
$269K Sell
59,920
-12,000
-17% -$53.9K 0.03% 182
2018
Q4
$240K Sell
71,920
-9,120
-11% -$30.4K 0.03% 189
2018
Q3
$569K Sell
81,040
-141,880
-64% -$996K 0.06% 140
2018
Q2
$1.32M Buy
222,920
+178,520
+402% +$1.06M 0.15% 88
2018
Q1
$257K Buy
44,400
+44,160
+18,400% +$256K 0.03% 169
2017
Q4
$1K Buy
+240
New +$1K ﹤0.01% 421