OIA
Optimum Investment Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
86,830
-1,730
| -2% | -$273K | 5.96% | 3 |
|
|
2025
Q1 | $9.6M | Sell |
88,560
-11,035
| -11% | -$1.2M | 4.52% | 3 |
|
|
2024
Q4 | $13.4M | Sell |
99,595
-1,150
| -1% | -$154K | 5.9% | 3 |
|
|
2024
Q3 | $12.2M | Sell |
100,745
-6,590
| -6% | -$800K | 5.29% | 3 |
|
|
2024
Q2 | $13.3M | Buy |
107,335
+96,346
| +877% | +$11.9M | 5.95% | 2 |
|
|
2024
Q1 | $9.93M | Buy |
10,989
+12
| +0.1% | +$10.8K | 4.56% | 3 |
|
|
2023
Q4 | $5.44M | Sell |
10,977
-205
| -2% | -$102K | 2.73% | 4 |
|
|
2023
Q3 | $4.86M | Sell |
11,182
-278
| -2% | -$121K | 2.49% | 4 |
|
|
2023
Q2 | $4.85M | Sell |
11,460
-472
| -4% | -$200K | 2.37% | 4 |
|
|
2023
Q1 | $3.31M | Sell |
11,932
-110
| -0.9% | -$30.6K | 1.74% | 7 |
|
|
2022
Q4 | $1.76M | Sell |
12,042
-452
| -4% | -$66.1K | 0.95% | 16 |
|
|
2022
Q3 | $1.52M | Sell |
12,494
-170
| -1% | -$20.6K | 0.82% | 21 |
|
|
2022
Q2 | $1.92M | Sell |
12,664
-18
| -0.1% | -$2.73K | 0.96% | 16 |
|
|
2022
Q1 | $3.46M | Buy |
12,682
+332
| +3% | +$90.6K | 1.46% | 9 |
|
|
2021
Q4 | $3.63M | Buy |
12,350
+361
| +3% | +$106K | 1.41% | 9 |
|
|
2021
Q3 | $2.48M | Buy |
11,989
+8,475
| +241% | +$1.76M | 1.05% | 14 |
|
|
2021
Q2 | $2.81M | Sell |
3,514
-845
| -19% | -$676K | 0.88% | 21 |
|
|
2021
Q1 | $2.33M | Buy |
4,359
+153
| +4% | +$81.7K | 0.68% | 34 |
|
|
2020
Q4 | $2.2M | Buy |
4,206
+75
| +2% | +$39.2K | 0.67% | 33 |
|
|
2020
Q3 | $2.24M | Sell |
4,131
-206
| -5% | -$112K | 0.75% | 28 |
|
|
2020
Q2 | $1.65M | Buy |
4,337
+722
| +20% | +$274K | 0.57% | 39 |
|
|
2020
Q1 | $953K | Buy |
3,615
+386
| +12% | +$102K | 0.39% | 62 |
|
|
2019
Q4 | $760K | Sell |
3,229
-270
| -8% | -$63.5K | 0.23% | 116 |
|
|
2019
Q3 | $609K | Buy |
3,499
+1,203
| +52% | +$209K | 0.19% | 132 |
|
|
2019
Q2 | $377K | Buy |
2,296
+1,031
| +82% | +$169K | 0.12% | 177 |
|
|
2019
Q1 | $227K | Buy |
1,265
+200
| +19% | +$35.9K | 0.07% | 257 |
|
|
2018
Q4 | $142K | Sell |
1,065
-890
| -46% | -$119K | 0.05% | 312 |
|
|
2018
Q3 | $549K | Buy |
1,955
+355
| +22% | +$99.7K | 0.15% | 158 |
|
|
2018
Q2 | $379K | Buy |
1,600
+200
| +14% | +$47.4K | 0.11% | 190 |
|
|
2018
Q1 | $324K | Sell |
1,400
-150
| -10% | -$34.7K | 0.1% | 212 |
|
|
2017
Q4 | $300K | Sell |
1,550
-250
| -14% | -$48.4K | 0.1% | 230 |
|
|
2017
Q3 | $322K | Buy |
+1,800
| New | +$322K | 0.11% | 212 |
|
|
2017
Q2 | – | Sell |
-2,600
| Closed | -$283K | – | 301 |
|
|
2017
Q1 | $283K | Buy |
+2,600
| New | +$283K | 0.1% | 227 |
|
|
2015
Q1 | $128K | Buy |
6,099
+2,046
| +50% | +$42.9K | 0.04% | 347 |
|
|
2014
Q4 | $81K | Buy |
4,053
+13
| +0.3% | +$260 | 0.03% | 402 |
|
|
2014
Q3 | $79K | Buy |
4,040
+13
| +0.3% | +$254 | 0.03% | 388 |
|
|
2014
Q2 | $75K | Buy |
+4,027
| New | +$75K | 0.02% | 395 |
|