Summit Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3M | Buy |
602,850
+112,017
| +23% | +$17.7M | 2.15% | 6 |
|
|
2025
Q1 | $53.2M | Buy |
490,833
+65,641
| +15% | +$7.11M | 1.49% | 11 |
|
|
2024
Q4 | $57.1M | Buy |
425,192
+120,712
| +40% | +$16.2M | 2% | 6 |
|
|
2024
Q3 | $37M | Buy |
304,480
+3,931
| +1% | +$477K | 1.45% | 11 |
|
|
2024
Q2 | $37.1M | Buy |
300,549
+58,699
| +24% | +$7.25M | 1.7% | 10 |
|
|
2024
Q1 | $21.9M | Sell |
241,850
-35,470
| -13% | -$3.2M | 1.29% | 12 |
|
|
2023
Q4 | $13.7M | Buy |
277,320
+3,990
| +1% | +$198K | 0.9% | 14 |
|
|
2023
Q3 | $11.9M | Buy |
273,330
+35,260
| +15% | +$1.53M | 0.88% | 15 |
|
|
2023
Q2 | $10.1M | Buy |
238,070
+76,690
| +48% | +$3.24M | 0.73% | 17 |
|
|
2023
Q1 | $4.48M | Buy |
161,380
+5,130
| +3% | +$142K | 0.39% | 27 |
|
|
2022
Q4 | $2.28M | Sell |
156,250
-31,160
| -17% | -$455K | 0.21% | 49 |
|
|
2022
Q3 | $2.27M | Buy |
187,410
+30,280
| +19% | +$368K | 0.22% | 50 |
|
|
2022
Q2 | $2.38M | Buy |
157,130
+3,480
| +2% | +$52.8K | 0.22% | 49 |
|
|
2022
Q1 | $4.19M | Buy |
153,650
+54,030
| +54% | +$1.47M | 0.33% | 32 |
|
|
2021
Q4 | $2.93M | Buy |
99,620
+31,090
| +45% | +$914K | 0.22% | 44 |
|
|
2021
Q3 | $1.42M | Buy |
68,530
+28,850
| +73% | +$598K | 0.12% | 62 |
|
|
2021
Q2 | $794K | Buy |
+39,680
| New | +$794K | 0.08% | 64 |
|