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