Summit 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
$916K Buy
5,270
+102
+2% +$17.7K 0.75% 31
2025
Q1
$587K Sell
5,168
-129
-2% -$14.6K 0.52% 35
2024
Q4
$717K Buy
+5,297
New +$717K 0.64% 28