MYIA
Mount Yale Investment Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
88,405
-38
| -0% | -$6K | 1.09% | 14 |
|
|
2025
Q1 | $9.59M | Sell |
88,443
-638
| -0.7% | -$69.1K | 0.82% | 17 |
|
|
2024
Q4 | $12M | Buy |
89,081
+13,039
| +17% | +$1.75M | 0.97% | 12 |
|
|
2024
Q3 | $9.23M | Sell |
76,042
-14,098
| -16% | -$1.71M | 0.89% | 9 |
|
|
2024
Q2 | $11.1M | Buy |
90,140
+81,739
| +973% | +$10.1M | 0.88% | 14 |
|
|
2024
Q1 | $7.59M | Buy |
8,401
+872
| +12% | +$788K | 0.58% | 24 |
|
|
2023
Q4 | $3.73M | Sell |
7,529
-528
| -7% | -$261K | 0.35% | 68 |
|
|
2023
Q3 | $3.5M | Buy |
8,057
+806
| +11% | +$351K | 0.38% | 58 |
|
|
2023
Q2 | $3.07M | Sell |
7,251
-451
| -6% | -$191K | 0.32% | 71 |
|
|
2023
Q1 | $2.14M | Buy |
7,702
+3,939
| +105% | +$1.09M | 0.24% | 100 |
|
|
2022
Q4 | $550K | Buy |
3,763
+1,938
| +106% | +$283K | 0.06% | 266 |
|
|
2022
Q3 | $222K | Sell |
1,825
-1,182
| -39% | -$144K | 0.03% | 401 |
|
|
2022
Q2 | $456K | Sell |
3,007
-3,246
| -52% | -$492K | 0.06% | 298 |
|
|
2022
Q1 | $1.71M | Sell |
6,253
-519
| -8% | -$142K | 0.19% | 125 |
|
|
2021
Q4 | $1.99M | Buy |
6,772
+1,674
| +33% | +$492K | 0.21% | 117 |
|
|
2021
Q3 | $1.06M | Buy |
5,098
+3,522
| +223% | +$730K | 0.12% | 186 |
|
|
2021
Q2 | $1.26M | Buy |
1,576
+339
| +27% | +$271K | 0.15% | 139 |
|
|
2021
Q1 | $660K | Sell |
1,237
-4
| -0.3% | -$2.13K | 0.09% | 228 |
|
|
2020
Q4 | $648K | Sell |
1,241
-224
| -15% | -$117K | 0.09% | 223 |
|
|
2020
Q3 | $793K | Sell |
1,465
-905
| -38% | -$490K | 0.11% | 177 |
|
|
2020
Q2 | $900K | Sell |
2,370
-176
| -7% | -$66.8K | 0.16% | 137 |
|
|
2020
Q1 | $671K | Sell |
2,546
-5
| -0.2% | -$1.32K | 0.15% | 137 |
|
|
2019
Q4 | $603K | Sell |
2,551
-741
| -23% | -$175K | 0.1% | 163 |
|
|
2019
Q3 | $690K | Buy |
3,292
+1,255
| +62% | +$263K | 0.12% | 145 |
|
|
2019
Q2 | $313K | Buy |
+2,037
| New | +$313K | 0.06% | 259 |
|
|
2018
Q4 | – | Sell |
-153
| Closed | -$33K | – | 619 |
|
|
2018
Q3 | $33K | Sell |
153
-127
| -45% | -$27.4K | 0.01% | 684 |
|
|
2018
Q2 | $66K | Buy |
280
+100
| +56% | +$23.6K | 0.01% | 578 |
|
|
2018
Q1 | $42K | Buy |
+180
| New | +$42K | 0.01% | 642 |
|