Summit Investment Advisory Services’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
2,961
-181
| -6% | -$28.6K | 0.4% | 40 |
|
|
2025
Q1 | $341K | Buy |
3,142
+1,434
| +84% | +$155K | 0.17% | 47 |
|
|
2024
Q4 | $229K | Hold |
1,708
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $207K | Sell |
1,708
-5,030
| -75% | -$611K | 0.11% | 64 |
|
|
2024
Q2 | $832K | Buy |
6,738
+4,318
| +178% | +$533K | 0.98% | 21 |
|
|
2024
Q1 | $219K | Buy |
+2,420
| New | +$219K | 0.13% | 61 |
|