N.E.W. Advisory Services’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.24M | Sell |
26,839
-6,348
| -19% | -$1M | 0.41% | 34 |
|
2025
Q1 | $3.6M | Buy |
33,187
+6,351
| +24% | +$688K | 0.28% | 52 |
|
2024
Q4 | $3.6M | Buy |
26,836
+704
| +3% | +$94.5K | 0.34% | 48 |
|
2024
Q3 | $3.17M | Buy |
26,132
+907
| +4% | +$110K | 0.31% | 47 |
|
2024
Q2 | $3.12M | Buy |
25,225
+1,695
| +7% | +$209K | 0.34% | 46 |
|
2024
Q1 | $2.13M | Buy |
23,530
+970
| +4% | +$87.6K | 0.24% | 54 |
|
2023
Q4 | $1.12M | Sell |
22,560
-4,480
| -17% | -$222K | 0.14% | 66 |
|
2023
Q3 | $1.18M | Buy |
27,040
+640
| +2% | +$27.8K | 0.17% | 65 |
|
2023
Q2 | $1.12M | Buy |
26,400
+990
| +4% | +$41.9K | 0.16% | 56 |
|
2023
Q1 | $706K | Sell |
25,410
-4,590
| -15% | -$127K | 0.1% | 72 |
|
2022
Q4 | $438K | Sell |
30,000
-1,100
| -4% | -$16.1K | 0.07% | 86 |
|
2022
Q3 | $378K | Buy |
31,100
+12,090
| +64% | +$147K | 0.07% | 82 |
|
2022
Q2 | $288K | Buy |
+19,010
| New | +$288K | 0.05% | 102 |
|
2022
Q1 | – | Sell |
-14,910
| Closed | -$439K | – | 154 |
|
2021
Q4 | $439K | Buy |
14,910
+1,630
| +12% | +$48K | 0.07% | 91 |
|
2021
Q3 | $275K | Buy |
13,280
+760
| +6% | +$15.7K | 0.04% | 112 |
|
2021
Q2 | $251K | Buy |
+12,520
| New | +$251K | 0.04% | 119 |
|
2021
Q1 | – | Sell |
-74,120
| Closed | -$967K | – | 137 |
|
2020
Q4 | $967K | Buy |
74,120
+10,160
| +16% | +$133K | 0.2% | 54 |
|
2020
Q3 | $865K | Buy |
63,960
+22,400
| +54% | +$303K | 0.24% | 44 |
|
2020
Q2 | $395K | Buy |
+41,560
| New | +$395K | 0.12% | 63 |
|
2019
Q4 | $235K | Buy |
+40,000
| New | +$235K | 0.08% | 79 |
|