OneDigital Investment 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
$84.3M Buy
533,752
+138,780
+35% +$21.9M 0.94% 25
2025
Q1
$42.8M Buy
394,972
+8,039
+2% +$871K 0.51% 41
2024
Q4
$52M Sell
386,933
-55,323
-13% -$7.43M 0.6% 36
2024
Q3
$53.7M Sell
442,256
-113,764
-20% -$13.8M 0.61% 36
2024
Q2
$68.7M Buy
556,020
+227,630
+69% +$28.1M 0.86% 26
2024
Q1
$29.7M Sell
328,390
-94,630
-22% -$8.55M 0.47% 49
2023
Q4
$20.9M Buy
423,020
+65,320
+18% +$3.23M 0.37% 59
2023
Q3
$15.6M Buy
357,700
+33,580
+10% +$1.46M 0.34% 65
2023
Q2
$13.7M Sell
324,120
-94,450
-23% -$4M 0.3% 69
2023
Q1
$11.6M Sell
418,570
-85,810
-17% -$2.38M 0.27% 77
2022
Q4
$7.37M Buy
504,380
+65,100
+15% +$951K 0.21% 93
2022
Q3
$5.33M Buy
439,280
+123,710
+39% +$1.5M 0.2% 82
2022
Q2
$4.78M Sell
315,570
-212,760
-40% -$3.23M 0.21% 73
2022
Q1
$14.4M Buy
528,330
+45,980
+10% +$1.25M 0.54% 30
2021
Q4
$14.2M Buy
482,350
+21,540
+5% +$633K 0.5% 31
2021
Q3
$9.55M Buy
460,810
+39,810
+9% +$825K 0.38% 46
2021
Q2
$8.42M Sell
421,000
-134,520
-24% -$2.69M 0.35% 48
2021
Q1
$7.42M Buy
555,520
+26,920
+5% +$359K 0.35% 51
2020
Q4
$6.9M Buy
528,600
+131,560
+33% +$1.72M 0.36% 53
2020
Q3
$5.37M Buy
397,040
+40,040
+11% +$542K 0.37% 53
2020
Q2
$3.39M Buy
357,000
+71,880
+25% +$683K 0.24% 81
2020
Q1
$1.88M Sell
285,120
-10,360
-4% -$68.3K 0.17% 124
2019
Q4
$1.74M Buy
295,480
+55,240
+23% +$325K 0.14% 137
2019
Q3
$1.05M Buy
240,240
+65,440
+37% +$285K 0.09% 171
2019
Q2
$718K Buy
174,800
+159,360
+1,032% +$655K 0.06% 203
2019
Q1
$69K Buy
15,440
+3,000
+24% +$13.4K 0.01% 437
2018
Q4
$42K Buy
+12,440
New +$42K 0.01% 493
2018
Q3
Sell
-13,160
Closed -$78K 1138
2018
Q2
$78K Buy
13,160
+2,120
+19% +$12.6K 0.02% 383
2018
Q1
$64K Sell
11,040
-7,960
-42% -$46.1K 0.01% 458
2017
Q4
$92K Buy
19,000
+15,600
+459% +$75.5K 0.01% 362
2017
Q3
$15K Buy
3,400
+1,560
+85% +$6.88K 0.01% 730
2017
Q2
$7K Buy
+1,840
New +$7K ﹤0.01% 1007