Regent Peak Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.85M | Sell |
81,659
-174
| -0.2% | -$18.9K | 2.09% | 13 |
|
|
2024
Q4 | $11M | Buy |
81,833
+322
| +0.4% | +$43.2K | 2.47% | 13 |
|
|
2024
Q3 | $9.9M | Sell |
81,511
-1,212
| -1% | -$147K | 2.27% | 13 |
|
|
2024
Q2 | $10.2M | Buy |
82,723
+2,843
| +4% | +$351K | 2.34% | 13 |
|
|
2024
Q1 | $7.22M | Sell |
79,880
-6,760
| -8% | -$611K | 1.83% | 17 |
|
|
2023
Q4 | $4.29M | Buy |
86,640
+990
| +1% | +$49K | 1.16% | 19 |
|
|
2023
Q3 | $3.73M | Buy |
85,650
+4,800
| +6% | +$209K | 1.14% | 17 |
|
|
2023
Q2 | $3.42M | Sell |
80,850
-3,110
| -4% | -$132K | 1% | 20 |
|
|
2023
Q1 | $2.33M | Sell |
83,960
-1,870
| -2% | -$51.9K | 0.72% | 37 |
|
|
2022
Q4 | $1.28M | Sell |
85,830
-17,500
| -17% | -$260K | 0.42% | 49 |
|
|
2022
Q3 | $1.25M | Buy |
103,330
+25,350
| +33% | +$308K | 0.44% | 51 |
|
|
2022
Q2 | $1.18M | Buy |
77,980
+2,330
| +3% | +$35.3K | 0.39% | 54 |
|
|
2022
Q1 | $2.06M | Buy |
75,650
+2,040
| +3% | +$55.7K | 0.59% | 41 |
|
|
2021
Q4 | $2.17M | Buy |
73,610
+760
| +1% | +$22.4K | 0.59% | 35 |
|
|
2021
Q3 | $1.51M | Sell |
72,850
-198,510
| -73% | -$4.11M | 0.43% | 49 |
|
|
2021
Q2 | $1.32M | Buy |
271,360
+203,280
| +299% | +$991K | 0.37% | 51 |
|
|
2021
Q1 | $908K | Buy |
68,080
+3,120
| +5% | +$41.6K | 0.3% | 57 |
|
|
2020
Q4 | $848K | Buy |
64,960
+4,240
| +7% | +$55.4K | 0.28% | 62 |
|
|
2020
Q3 | $822K | Buy |
60,720
+4,040
| +7% | +$54.7K | 0.35% | 55 |
|
|
2020
Q2 | $538K | Buy |
56,680
+7,240
| +15% | +$68.7K | 0.24% | 65 |
|
|
2020
Q1 | $325K | Buy |
49,440
+3,760
| +8% | +$24.7K | 0.18% | 79 |
|
|
2019
Q4 | $268K | Buy |
+45,680
| New | +$268K | 0.12% | 103 |
|