Principle Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.4M | Buy |
294,002
+59,639
| +25% | +$9.42M | 2.9% | 8 |
|
2025
Q1 | $25.4M | Buy |
234,363
+57,992
| +33% | +$6.29M | 1.82% | 12 |
|
2024
Q4 | $23.7M | Sell |
176,371
-9,426
| -5% | -$1.27M | 1.66% | 13 |
|
2024
Q3 | $22.6M | Buy |
185,797
+882
| +0.5% | +$107K | 1.6% | 13 |
|
2024
Q2 | $22.8M | Sell |
184,915
-19,415
| -10% | -$2.4M | 1.74% | 11 |
|
2024
Q1 | $18.5M | Sell |
204,330
-25,970
| -11% | -$2.35M | 1.44% | 13 |
|
2023
Q4 | $11.4M | Buy |
230,300
+460
| +0.2% | +$22.8K | 0.98% | 22 |
|
2023
Q3 | $10M | Sell |
229,840
-26,300
| -10% | -$1.14M | 1% | 24 |
|
2023
Q2 | $10.8M | Sell |
256,140
-21,300
| -8% | -$901K | 1.09% | 21 |
|
2023
Q1 | $7.71M | Sell |
277,440
-4,170
| -1% | -$116K | 0.82% | 27 |
|
2022
Q4 | $4.12M | Buy |
281,610
+36,070
| +15% | +$527K | 0.47% | 55 |
|
2022
Q3 | $2.98K | Buy |
245,540
+42,530
| +21% | +$516 | 0.28% | 62 |
|
2022
Q2 | $3.08M | Buy |
203,010
+60,160
| +42% | +$912K | 0.37% | 66 |
|
2022
Q1 | $3.9M | Buy |
142,850
+35,580
| +33% | +$971K | 0.41% | 59 |
|
2021
Q4 | $3.16M | Sell |
107,270
-52,620
| -33% | -$1.55M | 0.33% | 67 |
|
2021
Q3 | $3.31M | Buy |
159,890
+5,450
| +4% | +$113K | 0.38% | 61 |
|
2021
Q2 | $3.09M | Sell |
154,440
-640
| -0.4% | -$12.8K | 0.35% | 65 |
|
2021
Q1 | $2.07M | Buy |
155,080
+38,120
| +33% | +$509K | 0.24% | 86 |
|
2020
Q4 | $1.53M | Buy |
+116,960
| New | +$1.53M | 0.2% | 94 |
|
2020
Q3 | – | Sell |
-1,520
| Closed | -$14K | – | 334 |
|
2020
Q2 | $14K | Buy |
+1,520
| New | +$14K | ﹤0.01% | 382 |
|