Stamos Capital 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 | $4.51M | Buy |
28,555
+3,457
| +14% | +$546K | 0.81% | 36 |
|
2025
Q1 | $2.72M | Buy |
25,098
+17,688
| +239% | +$1.92M | 0.71% | 41 |
|
2024
Q4 | $995K | Sell |
7,410
-2,670
| -26% | -$359K | 0.23% | 109 |
|
2024
Q3 | $1.22M | Buy |
10,080
+2,790
| +38% | +$339K | 0.29% | 87 |
|
2024
Q2 | $901K | Buy |
7,290
+1,990
| +38% | +$246K | 0.19% | 113 |
|
2024
Q1 | $479K | Sell |
5,300
-4,800
| -48% | -$434K | 0.11% | 117 |
|
2023
Q4 | $500K | Sell |
10,100
-32,500
| -76% | -$1.61M | 0.14% | 105 |
|
2023
Q3 | $1.85M | Sell |
42,600
-3,500
| -8% | -$152K | 0.41% | 72 |
|
2023
Q2 | $1.95M | Sell |
46,100
-64,000
| -58% | -$2.71M | 0.46% | 69 |
|
2023
Q1 | $3.06M | Sell |
110,100
-27,100
| -20% | -$753K | 0.79% | 41 |
|
2022
Q4 | $2.01M | Sell |
137,200
-68,700
| -33% | -$1M | 0.63% | 57 |
|
2022
Q3 | $2.5M | Buy |
205,900
+137,000
| +199% | +$1.66M | 0.64% | 46 |
|
2022
Q2 | $1.04M | Buy |
68,900
+30,500
| +79% | +$462K | 0.32% | 65 |
|
2022
Q1 | $1.05M | Buy |
+38,400
| New | +$1.05M | 0.35% | 54 |
|
2020
Q4 | – | Sell |
-40,000
| Closed | -$541K | – | 66 |
|
2020
Q3 | $541K | Sell |
40,000
-12,000
| -23% | -$162K | 0.2% | 51 |
|
2020
Q2 | $494K | Sell |
52,000
-100,640
| -66% | -$956K | 0.28% | 43 |
|
2020
Q1 | $1.01M | Buy |
+152,640
| New | +$1.01M | 0.53% | 59 |
|