Strategic Investment Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2M Sell
102,978
-5,716
-5% -$900K 1.58% 16
2025
Q1
$11.8M Sell
108,694
-3,681
-3% -$399K 1.25% 25
2024
Q4
$15.1M Buy
112,375
+8,772
+8% +$1.18M 1.6% 16
2024
Q3
$12.6M Buy
103,603
+1,069
+1% +$130K 1.38% 20
2024
Q2
$12.7M Sell
102,534
-2,956
-3% -$365K 1.54% 16
2024
Q1
$9.53M Buy
105,490
+14,560
+16% +$1.32M 1.22% 22
2023
Q4
$4.5M Buy
90,930
+38,480
+73% +$1.91M 0.65% 35
2023
Q3
$2.28M Buy
52,450
+21,240
+68% +$924K 0.38% 47
2023
Q2
$1.32M Buy
31,210
+13,540
+77% +$573K 0.18% 56
2023
Q1
$491K Buy
17,670
+140
+0.8% +$3.89K 0.09% 162
2022
Q4
$256K Buy
+17,530
New +$256K 0.05% 201
2022
Q3
Sell
-21,090
Closed -$320K 197
2022
Q2
$320K Buy
21,090
+3,030
+17% +$46K 0.06% 174
2022
Q1
$493K Buy
18,060
+5,800
+47% +$158K 0.09% 156
2021
Q4
$361K Buy
12,260
+230
+2% +$6.77K 0.07% 168
2021
Q3
$249K Buy
12,030
+1,150
+11% +$23.8K 0.05% 175
2021
Q2
$218K Buy
+10,880
New +$218K 0.05% 181
2019
Q4
Sell
-88,000
Closed -$383K 164
2019
Q3
$383K Buy
+88,000
New +$383K 0.18% 87