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