SFA
Sequoia Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378M | Buy |
2,393,538
+149,474
| +7% | +$23.6M | 2.59% | 4 |
|
|
2025
Q1 | $243M | Buy |
2,244,064
+93,860
| +4% | +$10.2M | 1.87% | 9 |
|
|
2024
Q4 | $289M | Buy |
2,150,204
+52,616
| +3% | +$7.07M | 2.78% | 4 |
|
|
2024
Q3 | $255M | Buy |
2,097,588
+271,773
| +15% | +$33M | 2.73% | 6 |
|
|
2024
Q2 | $226M | Buy |
1,825,815
+1,640,868
| +887% | +$203M | 2.72% | 6 |
|
|
2024
Q1 | $167M | Sell |
184,947
-47,900
| -21% | -$43.3M | 2.08% | 8 |
|
|
2023
Q4 | $115M | Buy |
232,847
+156,277
| +204% | +$77.4M | 1.43% | 12 |
|
|
2023
Q3 | $33.3M | Buy |
76,570
+20,861
| +37% | +$9.07M | 0.58% | 38 |
|
|
2023
Q2 | $23.6M | Buy |
55,709
+4,699
| +9% | +$1.99M | 0.4% | 52 |
|
|
2023
Q1 | $14.2M | Sell |
51,010
-178
| -0.3% | -$49.4K | 0.31% | 59 |
|
|
2022
Q4 | $7.48M | Buy |
51,188
+25,910
| +103% | +$3.79M | 0.18% | 106 |
|
|
2022
Q3 | $3.07M | Sell |
25,278
-7,108
| -22% | -$863K | 0.1% | 139 |
|
|
2022
Q2 | $4.91M | Sell |
32,386
-3,551
| -10% | -$538K | 0.14% | 120 |
|
|
2022
Q1 | $9.81M | Sell |
35,937
-5,451
| -13% | -$1.49M | 0.25% | 83 |
|
|
2021
Q4 | $12.2M | Buy |
41,388
+37,439
| +948% | +$11M | 0.33% | 61 |
|
|
2021
Q3 | $818K | Sell |
3,949
-1,352
| -26% | -$280K | 0.08% | 119 |
|
|
2021
Q2 | $4.24M | Buy |
5,301
+2,367
| +81% | +$1.89M | 0.15% | 100 |
|
|
2021
Q1 | $1.57M | Sell |
2,934
-752
| -20% | -$402K | 0.07% | 151 |
|
|
2020
Q4 | $1.93M | Buy |
3,686
+606
| +20% | +$316K | 0.09% | 126 |
|
|
2020
Q3 | $1.67M | Buy |
3,080
+356
| +13% | +$193K | 0.09% | 119 |
|
|
2020
Q2 | $1.04M | Buy |
2,724
+51
| +2% | +$19.4K | 0.06% | 142 |
|
|
2020
Q1 | $705K | Buy |
2,673
+568
| +27% | +$150K | 0.05% | 157 |
|
|
2019
Q4 | $495K | Sell |
2,105
-151
| -7% | -$35.5K | 0.03% | 221 |
|
|
2019
Q3 | $393K | Sell |
2,256
-52
| -2% | -$9.06K | 0.03% | 228 |
|
|
2019
Q2 | $379K | Sell |
2,308
-1,189
| -34% | -$195K | 0.03% | 240 |
|
|
2019
Q1 | $628K | Buy |
3,497
+860
| +33% | +$154K | 0.05% | 162 |
|
|
2018
Q4 | $352K | Buy |
2,637
+58
| +2% | +$7.74K | 0.04% | 181 |
|
|
2018
Q3 | $725K | Buy |
2,579
+965
| +60% | +$271K | 0.07% | 131 |
|
|
2018
Q2 | $382K | Buy |
1,614
+37
| +2% | +$8.76K | 0.04% | 186 |
|
|
2018
Q1 | $365K | Buy |
1,577
+212
| +16% | +$49.1K | 0.04% | 200 |
|
|
2017
Q4 | $264K | Buy |
+1,365
| New | +$264K | 0.03% | 240 |
|
|
2017
Q3 | – | Sell |
-3,340
| Closed | -$483K | – | 300 |
|
|
2017
Q2 | $483K | Buy |
3,340
+552
| +20% | +$79.8K | 0.06% | 151 |
|
|
2017
Q1 | $304K | Sell |
2,788
-397
| -12% | -$43.3K | 0.04% | 197 |
|
|
2016
Q4 | $340K | Buy |
3,185
+4
| +0.1% | +$427 | 0.05% | 173 |
|
|
2016
Q3 | $218K | Buy |
+3,181
| New | +$218K | 0.04% | 215 |
|