North Growth Management’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.7M	Hold	99,000	–	–	2.95%	11
2025 Q1	$10.8M	Hold	99,000	–	–	2.27%	19
2024 Q4	$13.3M	Sell	99,000 -2,000	-2%	-$269K	2.52%	12
2024 Q3	$12.2M	Hold	101,000	–	–	2.28%	18
2024 Q2	$12.4M	Sell	101,000 -89,000	-47%	-$11M	2.46%	14
2024 Q1	$17M	Sell	190,000 -40,000	-17%	-$3.58M	3.25%	7
2023 Q4	$11.4M	Hold	230,000	–	–	2.43%	14
2023 Q3	$9.99M	Sell	230,000 -120,000	-34%	-$5.21M	2.22%	17
2023 Q2	$14.8M	Sell	350,000 -50,000	-13%	-$2.12M	3.04%	8
2023 Q1	$11.1M	Sell	400,000 -150,000	-27%	-$4.17M	2.37%	17
2022 Q4	$7.97M	Hold	550,000	–	–	1.81%	26
2022 Q3	$6.62M	Hold	550,000	–	–	1.65%	31
2022 Q2	$8.27M	Buy	550,000 +120,000	+28%	+$1.8M	1.92%	23
2022 Q1	$11.8M	Buy	430,000 +60,000	+16%	+$1.65M	2.18%	18
2021 Q4	$10.9M	Hold	370,000	–	–	1.81%	22
2021 Q3	$7.67M	Buy	370,000 +10,000	+3%	+$207K	1.35%	40
2021 Q2	$7.38M	Hold	360,000	–	–	1.2%	42
2021 Q1	$4.91M	Hold	360,000	–	–	0.87%	47
2020 Q4	$4.8M	Sell	360,000 -40,000	-10%	-$533K	0.98%	43
2020 Q3	$5.36M	Sell	400,000 -80,000	-17%	-$1.07M	1.18%	38
2020 Q2	$4.52M	Sell	480,000 -120,000	-20%	-$1.13M	1.08%	38
2020 Q1	$3.93M	Buy	+600,000	New	+$3.93M	1.1%	39