MCIA
Mountain Capital Investment Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
10,636
+370
| +4% | +$56.7K | 0.31% | 16 |
|
2025
Q1 | $1.09M | Buy |
10,266
+3,293
| +47% | +$350K | 0.23% | 21 |
|
2024
Q4 | $960K | Buy |
6,973
+465
| +7% | +$64K | 0.2% | 23 |
|
2024
Q3 | $965K | Buy |
6,508
+1,485
| +30% | +$220K | 0.21% | 22 |
|
2024
Q2 | $645K | Buy |
5,023
+4,592
| +1,065% | +$590K | 0.16% | 20 |
|
2024
Q1 | $368K | Buy |
+431
| New | +$368K | 0.1% | 25 |
|
2018
Q4 | – | Sell |
-850
| Closed | -$239K | – | 40 |
|
2018
Q3 | $239K | Sell |
850
-75
| -8% | -$21.1K | 0.23% | 42 |
|
2018
Q2 | $219K | Buy |
+925
| New | +$219K | 0.21% | 41 |
|
2017
Q4 | – | Sell |
-1,263
| Closed | -$226K | – | 300 |
|
2017
Q3 | $226K | Sell |
1,263
-294
| -19% | -$52.6K | 0.2% | 31 |
|
2017
Q2 | $225K | Buy |
+1,557
| New | +$225K | 0.22% | 35 |
|