Plante Moran Financial 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 | $2.39M | Sell |
15,154
-3,799
| -20% | -$600K | 0.17% | 22 |
|
2025
Q1 | $2.05M | Sell |
18,953
-12,677
| -40% | -$1.37M | 0.18% | 24 |
|
2024
Q4 | $4.25M | Sell |
31,630
-159
| -0.5% | -$21.4K | 0.35% | 15 |
|
2024
Q3 | $3.86M | Sell |
31,789
-10,690
| -25% | -$1.3M | 0.33% | 17 |
|
2024
Q2 | $5.25M | Sell |
42,479
-1,411
| -3% | -$174K | 0.52% | 14 |
|
2024
Q1 | $3.97M | Sell |
43,890
-14,560
| -25% | -$1.32M | 0.43% | 15 |
|
2023
Q4 | $2.89M | Buy |
58,450
+8,720
| +18% | +$432K | 0.3% | 24 |
|
2023
Q3 | $2.16M | Buy |
49,730
+6,420
| +15% | +$279K | 0.26% | 27 |
|
2023
Q2 | $1.83M | Buy |
43,310
+4,400
| +11% | +$186K | 0.22% | 29 |
|
2023
Q1 | $1.08M | Sell |
38,910
-1,030
| -3% | -$28.6K | 0.15% | 42 |
|
2022
Q4 | $584K | Buy |
39,940
+220
| +0.6% | +$3.22K | 0.08% | 72 |
|
2022
Q3 | $482K | Sell |
39,720
-2,180
| -5% | -$26.5K | 0.08% | 78 |
|
2022
Q2 | $635K | Sell |
41,900
-2,930
| -7% | -$44.4K | 0.11% | 62 |
|
2022
Q1 | $1.22M | Sell |
44,830
-3,110
| -6% | -$84.8K | 0.23% | 41 |
|
2021
Q4 | $1.41M | Sell |
47,940
-16,210
| -25% | -$477K | 0.23% | 40 |
|
2021
Q3 | $1.33M | Buy |
64,150
+15,910
| +33% | +$330K | 0.3% | 37 |
|
2021
Q2 | $965K | Buy |
48,240
+4,160
| +9% | +$83.2K | 0.23% | 51 |
|
2021
Q1 | $588K | Sell |
44,080
-1,800
| -4% | -$24K | 0.16% | 69 |
|
2020
Q4 | $599K | Buy |
45,880
+25,280
| +123% | +$330K | 0.19% | 69 |
|
2020
Q3 | $279K | Buy |
20,600
+16,600
| +415% | +$225K | 0.1% | 115 |
|
2020
Q2 | $38K | Sell |
4,000
-360
| -8% | -$3.42K | 0.02% | 326 |
|
2020
Q1 | $29K | Sell |
4,360
-3,240
| -43% | -$21.6K | 0.01% | 335 |
|
2019
Q4 | $45K | Buy |
7,600
+2,920
| +62% | +$17.3K | 0.02% | 338 |
|
2019
Q3 | $20K | Sell |
4,680
-12,600
| -73% | -$53.8K | 0.01% | 500 |
|
2019
Q2 | $71K | Sell |
17,280
-39,560
| -70% | -$163K | 0.02% | 269 |
|
2019
Q1 | $255K | Buy |
56,840
+7,920
| +16% | +$35.5K | 0.08% | 125 |
|
2018
Q4 | $163K | Sell |
48,920
-2,680
| -5% | -$8.93K | 0.06% | 151 |
|
2018
Q3 | $363K | Buy |
51,600
+47,680
| +1,216% | +$335K | 0.12% | 99 |
|
2018
Q2 | $23K | Sell |
3,920
-2,280
| -37% | -$13.4K | 0.01% | 456 |
|
2018
Q1 | $36K | Buy |
6,200
+3,640
| +142% | +$21.1K | 0.02% | 410 |
|
2017
Q4 | $12K | Sell |
2,560
-8,000
| -76% | -$37.5K | 0.01% | 567 |
|
2017
Q3 | $47K | Buy |
10,560
+8,960
| +560% | +$39.9K | 0.03% | 322 |
|
2017
Q2 | $6K | Sell |
1,600
-2,960
| -65% | -$11.1K | ﹤0.01% | 645 |
|
2017
Q1 | $12K | Sell |
4,560
-18,360
| -80% | -$48.3K | 0.01% | 550 |
|
2016
Q4 | $61K | Buy |
22,920
+1,040
| +5% | +$2.77K | 0.04% | 292 |
|
2016
Q3 | $37K | Buy |
21,880
+280
| +1% | +$473 | 0.03% | 381 |
|
2016
Q2 | $25K | Sell |
21,600
-10,840
| -33% | -$12.5K | 0.02% | 397 |
|
2016
Q1 | $29K | Buy |
+32,440
| New | +$29K | 0.02% | 333 |
|
2014
Q4 | – | Sell |
-24,000
| Closed | -$11K | – | 839 |
|
2014
Q3 | $11K | Hold |
24,000
| – | – | 0.01% | 515 |
|
2014
Q2 | $11K | Hold |
24,000
| – | – | 0.01% | 507 |
|
2014
Q1 | $11K | Buy |
+24,000
| New | +$11K | 0.01% | 348 |
|