Octavia Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.8M | Sell |
133,717
-13,510
| -9% | -$2.78M | 2.31% | 11 |
|
|
2026
Q1 | $25.7M | Sell |
147,227
-1,631
| -1% | -$299K | 2.46% | 11 |
|
|
2025
Q4 | $27.8M | Sell |
148,858
-5,629
| -4% | -$1.05M | 2.65% | 11 |
|
|
2025
Q3 | $28.8M | Buy |
154,487
+8,531
| +6% | +$1.49M | 2.87% | 8 |
|
|
2025
Q2 | $23.1M | Sell |
145,956
-10,238
| -7% | -$1.29M | 2.62% | 11 |
|
|
2025
Q1 | $16.9M | Sell |
156,194
-1,222
| -0.8% | -$155K | 2.06% | 14 |
|
|
2024
Q4 | $21.1M | Sell |
157,416
-2,955
| -2% | -$407K | 2.57% | 11 |
|
|
2024
Q3 | $19.5M | Sell |
160,371
-2,090
| -1% | -$247K | 2.4% | 11 |
|
|
2024
Q2 | $20.1M | Buy |
162,461
+811
| +0.5% | +$82K | 2.73% | 11 |
|
|
2024
Q1 | $14.6M | Sell |
161,650
-10,140
| -6% | -$735K | 2.16% | 13 |
|
|
2023
Q4 | $8.51M | Buy |
171,790
+33,730
| +24% | +$1.56M | 1.5% | 21 |
|
|
2023
Q3 | $6.01M | Sell |
138,060
-5,730
| -4% | -$257K | 1.22% | 25 |
|
|
2023
Q2 | $6.08M | Buy |
143,790
+5,530
| +4% | +$184K | 1.23% | 25 |
|
|
2023
Q1 | $3.84M | Sell |
138,260
-230
| -0.2% | -$4.98K | 0.86% | 28 |
|
|
2022
Q4 | $2.02M | Buy |
138,490
+2,370
| +2% | +$34.8K | 0.5% | 37 |
|
|
2022
Q3 | $1.65M | Buy |
136,120
+4,090
| +3% | +$64.7K | 0.45% | 44 |
|
|
2022
Q2 | $2M | Buy |
132,030
+14,050
| +12% | +$265K | 0.52% | 40 |
|
|
2022
Q1 | $3.22M | Buy |
117,980
+5,820
| +5% | +$146K | 0.72% | 29 |
|
|
2021
Q4 | $3.3M | Sell |
112,160
-2,680
| -2% | -$73.7K | 0.71% | 30 |
|
|
2021
Q3 | $2.38M | Buy |
114,840
+1,040
| +0.9% | +$21.6K | 0.61% | 34 |
|
|
2021
Q2 | $2.28M | Buy |
113,800
+11,400
| +11% | +$183K | 0.6% | 37 |
|
|
2021
Q1 | $1.37M | Buy |
102,400
+400
| +0.4% | +$5.38K | 0.41% | 51 |
|
|
2020
Q4 | $1.33M | Buy |
+102,000
| New | +$1.37M | 0.43% | 49 |
|
Other funds holding NVDA
CRM
CNB
P
SP
QCM
AAMU
CAM
DC