Palisades Hudson Asset 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
$4.7M Buy
29,758
+381
+1% +$60.2K 1.84% 16
2025
Q1
$3.18M Sell
29,377
-1,532
-5% -$166K 1.45% 19
2024
Q4
$4.15M Hold
30,909
1.75% 16
2024
Q3
$3.75M Buy
30,909
+1,059
+4% +$129K 1.58% 16
2024
Q2
$3.69M Sell
29,850
-3,630
-11% -$448K 1.69% 16
2024
Q1
$3.03M Hold
33,480
1.38% 19
2023
Q4
$1.66M Sell
33,480
-3,740
-10% -$185K 0.8% 21
2023
Q3
$1.62M Hold
37,220
0.89% 20
2023
Q2
$1.57M Sell
37,220
-3,250
-8% -$137K 0.82% 21
2023
Q1
$1.12M Hold
40,470
0.6% 25
2022
Q4
$592K Hold
40,470
0.33% 41
2022
Q3
$492K Buy
40,470
+390
+1% +$4.74K 0.3% 43
2022
Q2
$608K Sell
40,080
-360
-0.9% -$5.46K 0.34% 39
2022
Q1
$1.1M Buy
40,440
+120
+0.3% +$3.28K 0.52% 25
2021
Q4
$1.19M Buy
40,320
+240
+0.6% +$7.06K 0.51% 26
2021
Q3
$830K Hold
40,080
0.38% 33
2021
Q2
$802K Hold
40,080
0.36% 34
2021
Q1
$535K Hold
40,080
0.25% 44
2020
Q4
$523K Hold
40,080
0.27% 42
2020
Q3
$542K Hold
40,080
0.35% 41
2020
Q2
$381K Hold
40,080
0.26% 51
2020
Q1
$264K Hold
40,080
0.22% 65
2019
Q4
$236K Buy
+40,080
New +$236K 0.15% 92
2018
Q4
Sell
-55,280
Closed -$388K 115
2018
Q3
$388K Sell
55,280
-5,200
-9% -$36.5K 0.2% 65
2018
Q2
$358K Hold
60,480
0.19% 69
2018
Q1
$350K Hold
60,480
0.19% 70
2017
Q4
$293K Sell
60,480
-31,400
-34% -$152K 0.16% 85
2017
Q3
$411K Hold
91,880
0.23% 55
2017
Q2
$332K Hold
91,880
0.19% 74
2017
Q1
$250K Hold
91,880
0.16% 85
2016
Q4
$245K Buy
+91,880
New +$245K 0.15% 86