SOA Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.2M | Buy |
160,470
+780
| +0.5% | +$143K | 4.19% | 4 |
|
|
2025
Q4 | $23.6M | Sell |
159,690
-487
| -0.3% | -$90.7K | 3.98% | 4 |
|
|
2025
Q3 | $23.7M | Buy |
160,177
+3,999
| +3% | +$697K | 4.06% | 4 |
|
|
2025
Q2 | $19.4M | Sell |
156,178
-3,613
| -2% | -$455K | 3.65% | 4 |
|
|
2025
Q1 | $13.4M | Buy |
159,791
+39,529
| +33% | +$5.01M | 2.79% | 5 |
|
|
2024
Q4 | $16.1M | Sell |
120,262
-372
| -0.3% | -$51.3K | 2.97% | 5 |
|
|
2024
Q3 | $14.6M | Buy |
120,634
+350
| +0.3% | +$41.3K | 2.79% | 5 |
|
|
2024
Q2 | $14.9M | Buy |
120,284
+14,274
| +13% | +$1.44M | 2.99% | 5 |
|
|
2024
Q1 | $9.58M | Buy |
106,010
+1,290
| +1% | +$93.5K | 1.98% | 10 |
|
|
2023
Q4 | $5.19M | Buy |
104,720
+560
| +0.5% | +$26K | 1.15% | 19 |
|
|
2023
Q3 | $4.53M | Sell |
104,160
-26,690
| -20% | -$1.2M | 1.13% | 20 |
|
|
2023
Q2 | $5.54M | Sell |
130,850
-173,840
| -57% | -$5.77M | 1.3% | 19 |
|
|
2023
Q1 | $8.46M | Sell |
304,690
-1,930
| -0.6% | -$41.8K | 2.09% | 8 |
|
|
2022
Q4 | $4.48M | Sell |
306,620
-2,610
| -0.8% | -$38.3K | 1.21% | 21 |
|
|
2022
Q3 | $3.75M | Buy |
309,230
+5,790
| +2% | +$91.5K | 1.13% | 24 |
|
|
2022
Q2 | $4.6M | Buy |
303,440
+15,600
| +5% | +$294K | 1.36% | 18 |
|
|
2022
Q1 | $7.85M | Buy |
287,840
+3,880
| +1% | +$97.3K | 1.92% | 11 |
|
|
2021
Q4 | $8.4M | Buy |
283,960
+3,330
| +1% | +$91.6K | 2.03% | 9 |
|
|
2021
Q3 | $5.81M | Buy |
280,630
+17,870
| +7% | +$371K | 1.49% | 16 |
|
|
2021
Q2 | $5.26M | Buy |
262,760
+36,360
| +16% | +$583K | 1.35% | 19 |
|
|
2021
Q1 | $3.02M | Buy |
226,400
+17,600
| +8% | +$237K | 0.85% | 35 |
|
|
2020
Q4 | $3.08M | Buy |
+208,800
| New | +$2.8M | 0.84% | 35 |
|
Other funds holding NVDA
VCM
VPM
