Smith Salley Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $126M | Buy |
798,020
+139,329
| +21% | +$22M | 7.29% | 1 |
|
2025
Q1 | $71.4M | Buy |
658,691
+6,135
| +0.9% | +$665K | 4.68% | 3 |
|
2024
Q4 | $87.6M | Buy |
652,556
+17,787
| +3% | +$2.39M | 5.63% | 3 |
|
2024
Q3 | $77.1M | Buy |
634,769
+22,194
| +4% | +$2.7M | 5.04% | 3 |
|
2024
Q2 | $75.7M | Buy |
612,575
+37,595
| +7% | +$4.64M | 5.43% | 2 |
|
2024
Q1 | $52M | Sell |
574,980
-159,290
| -22% | -$14.4M | 4.03% | 3 |
|
2023
Q4 | $36.4M | Buy |
734,270
+22,500
| +3% | +$1.11M | 2.35% | 7 |
|
2023
Q3 | $31M | Buy |
711,770
+27,680
| +4% | +$1.2M | 2.3% | 7 |
|
2023
Q2 | $28.9M | Sell |
684,090
-10,980
| -2% | -$464K | 2.13% | 8 |
|
2023
Q1 | $19.3M | Buy |
695,070
+58,000
| +9% | +$1.61M | 1.54% | 22 |
|
2022
Q4 | $9.31M | Sell |
637,070
-26,080
| -4% | -$381K | 0.8% | 42 |
|
2022
Q3 | $8.05M | Buy |
663,150
+30,900
| +5% | +$375K | 0.75% | 41 |
|
2022
Q2 | $9.59M | Buy |
632,250
+461,700
| +271% | +$7M | 0.83% | 41 |
|
2022
Q1 | $4.65M | Buy |
170,550
+4,260
| +3% | +$116K | 0.35% | 68 |
|
2021
Q4 | $4.89M | Sell |
166,290
-33,080
| -17% | -$973K | 0.35% | 69 |
|
2021
Q3 | $4.13M | Buy |
199,370
+8,490
| +4% | +$176K | 0.33% | 69 |
|
2021
Q2 | $3.82M | Buy |
190,880
+29,960
| +19% | +$599K | 0.31% | 71 |
|
2021
Q1 | $2.15M | Buy |
160,920
+15,640
| +11% | +$209K | 0.19% | 87 |
|
2020
Q4 | $1.9M | Buy |
145,280
+16,160
| +13% | +$211K | 0.19% | 88 |
|
2020
Q3 | $1.75M | Sell |
129,120
-12,200
| -9% | -$165K | 0.21% | 86 |
|
2020
Q2 | $1.34M | Buy |
141,320
+19,000
| +16% | +$180K | 0.18% | 87 |
|
2020
Q1 | $806K | Buy |
122,320
+17,480
| +17% | +$115K | 0.13% | 101 |
|
2019
Q4 | $617K | Sell |
104,840
-20,280
| -16% | -$119K | 0.08% | 117 |
|
2019
Q3 | $544K | Sell |
125,120
-39,920
| -24% | -$174K | 0.08% | 121 |
|
2019
Q2 | $678K | Buy |
165,040
+4,160
| +3% | +$17.1K | 0.1% | 109 |
|
2019
Q1 | $722K | Buy |
160,880
+25,240
| +19% | +$113K | 0.12% | 108 |
|
2018
Q4 | $453K | Sell |
135,640
-7,040
| -5% | -$23.5K | 0.08% | 117 |
|
2018
Q3 | $1M | Buy |
142,680
+17,520
| +14% | +$123K | 0.16% | 98 |
|
2018
Q2 | $741K | Sell |
125,160
-7,960
| -6% | -$47.1K | 0.13% | 103 |
|
2018
Q1 | $771K | Sell |
133,120
-3,600
| -3% | -$20.9K | 0.14% | 99 |
|
2017
Q4 | $661K | Sell |
136,720
-2,000
| -1% | -$9.67K | 0.12% | 107 |
|
2017
Q3 | $620K | Buy |
138,720
+12,800
| +10% | +$57.2K | 0.12% | 106 |
|
2017
Q2 | $455K | Sell |
125,920
-56,280
| -31% | -$203K | 0.09% | 118 |
|
2017
Q1 | $496K | Sell |
182,200
-94,200
| -34% | -$256K | 0.1% | 112 |
|
2016
Q4 | $738K | Sell |
276,400
-14,200
| -5% | -$37.9K | 0.15% | 101 |
|
2016
Q3 | $498K | Sell |
290,600
-283,080
| -49% | -$485K | 0.11% | 110 |
|
2016
Q2 | $674K | Sell |
573,680
-45,200
| -7% | -$53.1K | 0.16% | 105 |
|
2016
Q1 | $551K | Sell |
618,880
-26,000
| -4% | -$23.1K | 0.14% | 108 |
|
2015
Q4 | $531K | Sell |
644,880
-18,920
| -3% | -$15.6K | 0.13% | 115 |
|
2015
Q3 | $409K | Buy |
663,800
+15,600
| +2% | +$9.61K | 0.11% | 121 |
|
2015
Q2 | $326K | Hold |
648,200
| – | – | 0.08% | 127 |
|
2015
Q1 | $339K | Sell |
648,200
-19,800
| -3% | -$10.4K | 0.09% | 131 |
|
2014
Q4 | $335K | Sell |
668,000
-4,120
| -0.6% | -$2.07K | 0.09% | 134 |
|
2014
Q3 | $310K | Buy |
672,120
+6,440
| +1% | +$2.97K | 0.08% | 145 |
|
2014
Q2 | $309K | Buy |
665,680
+116,600
| +21% | +$54.1K | 0.08% | 150 |
|
2014
Q1 | $246K | Buy |
549,080
+12,280
| +2% | +$5.5K | 0.15% | 97 |
|
2013
Q4 | $215K | Hold |
536,800
| – | – | 0.14% | 99 |
|
2013
Q3 | $209K | Hold |
536,800
| – | – | 0.17% | 80 |
|
2013
Q2 | $188K | Buy |
+536,800
| New | +$188K | 0.15% | 91 |
|