Phoenix Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288M | Buy |
1,829,642
+193,317
| +12% | +$30.4M | 3.8% | 6 |
|
|
2025
Q1 | $177M | Buy |
1,636,325
+267,112
| +20% | +$29M | 2.72% | 9 |
|
|
2024
Q4 | $184M | Sell |
1,369,213
-13,536
| -1% | -$1.82M | 2.51% | 9 |
|
|
2024
Q3 | $168M | Sell |
1,382,749
-655,721
| -32% | -$79.7M | 2.48% | 8 |
|
|
2024
Q2 | $252M | Sell |
2,038,470
-454,750
| -18% | -$56.2M | 3.84% | 5 |
|
|
2024
Q1 | $225M | Buy |
2,493,220
+413,620
| +20% | +$37.4M | 3.11% | 6 |
|
|
2023
Q4 | $115M | Buy |
2,079,600
+1,748,030
| +527% | +$96.7M | 1.9% | 15 |
|
|
2023
Q3 | $14.4M | Buy |
331,570
+75,170
| +29% | +$3.27M | 0.26% | 55 |
|
|
2023
Q2 | $10.7M | Sell |
256,400
-1,603,490
| -86% | -$67.2M | 0.22% | 57 |
|
|
2023
Q1 | $51.6M | Sell |
1,859,890
-2,863,220
| -61% | -$79.4M | 1.15% | 29 |
|
|
2022
Q4 | $69M | Buy |
4,723,110
+4,369,030
| +1,234% | +$63.8M | 1.34% | 24 |
|
|
2022
Q3 | $4.33M | Buy |
354,080
+73,620
| +26% | +$901K | 0.1% | 102 |
|
|
2022
Q2 | $4.28M | Hold |
280,460
| – | – | 0.09% | 118 |
|
|
2022
Q1 | $7.71M | Buy |
280,460
+98,190
| +54% | +$2.7M | 0.13% | 108 |
|
|
2021
Q4 | $5.44M | Sell |
182,270
-31,100
| -15% | -$929K | 0.09% | 121 |
|
|
2021
Q3 | $4.39M | Buy |
+213,370
| New | +$4.39M | 0.08% | 144 |
|
|
2021
Q2 | – | Sell |
-356,920
| Closed | -$4.66M | – | 369 |
|
|
2021
Q1 | $4.66M | Buy |
356,920
+11,640
| +3% | +$152K | 0.11% | 154 |
|
|
2020
Q4 | $4.52M | Buy |
345,280
+30,360
| +10% | +$397K | 0.12% | 143 |
|
|
2020
Q3 | $3.95M | Buy |
314,920
+23,400
| +8% | +$294K | 0.17% | 112 |
|
|
2020
Q2 | $2.56M | Buy |
291,520
+106,960
| +58% | +$939K | 0.11% | 137 |
|
|
2020
Q1 | $1.19M | Buy |
+184,560
| New | +$1.19M | 0.06% | 193 |
|