Oak Family Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61M | Buy |
16,499
+12,496
| +312% | +$1.97M | 0.82% | 35 |
|
2025
Q1 | $434K | Sell |
4,003
-384
| -9% | -$41.6K | 0.15% | 61 |
|
2024
Q4 | $589K | Buy |
4,387
+47
| +1% | +$6.31K | 0.21% | 65 |
|
2024
Q3 | $527K | Sell |
4,340
-100
| -2% | -$12.1K | 0.16% | 88 |
|
2024
Q2 | $549K | Sell |
4,440
-400
| -8% | -$49.4K | 0.19% | 83 |
|
2024
Q1 | $437K | Sell |
4,840
-1,150
| -19% | -$104K | 0.17% | 87 |
|
2023
Q4 | $297K | Buy |
5,990
+50
| +0.8% | +$2.48K | 0.12% | 98 |
|
2023
Q3 | $258K | Sell |
5,940
-550
| -8% | -$23.9K | 0.12% | 92 |
|
2023
Q2 | $275K | Buy |
+6,490
| New | +$275K | 0.13% | 99 |
|
2022
Q3 | – | Sell |
-19,000
| Closed | -$288K | – | 124 |
|
2022
Q2 | $288K | Sell |
19,000
-2,750
| -13% | -$41.7K | 0.14% | 98 |
|
2022
Q1 | $594K | Sell |
21,750
-2,250
| -9% | -$61.4K | 0.23% | 75 |
|
2021
Q4 | $706K | Hold |
24,000
| – | – | 0.26% | 68 |
|
2021
Q3 | $497K | Hold |
24,000
| – | – | 0.18% | 75 |
|
2021
Q2 | $480K | Hold |
24,000
| – | – | 0.2% | 65 |
|
2021
Q1 | $320K | Sell |
24,000
-760
| -3% | -$10.1K | 0.14% | 77 |
|
2020
Q4 | $323K | Buy |
+24,760
| New | +$323K | 0.17% | 77 |
|