Summit Place Financial 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 | $9M | Buy |
56,953
+935
| +2% | +$148K | 4.53% | 1 |
|
|
2025
Q1 | $6.07M | Sell |
56,018
-7
| -0% | -$759 | 3.43% | 4 |
|
|
2024
Q4 | $7.52M | Sell |
56,025
-3,366
| -6% | -$452K | 4.28% | 2 |
|
|
2024
Q3 | $7.21M | Sell |
59,391
-4,859
| -8% | -$590K | 4.02% | 2 |
|
|
2024
Q2 | $7.94M | Sell |
64,250
-13,230
| -17% | -$1.63M | 4.69% | 1 |
|
|
2024
Q1 | $7M | Sell |
77,480
-9,820
| -11% | -$887K | 4.1% | 2 |
|
|
2023
Q4 | $4.32M | Sell |
87,300
-14,520
| -14% | -$719K | 2.83% | 4 |
|
|
2023
Q3 | $4.43M | Sell |
101,820
-7,300
| -7% | -$318K | 3.15% | 4 |
|
|
2023
Q2 | $4.62M | Sell |
109,120
-29,210
| -21% | -$1.24M | 2.99% | 4 |
|
|
2023
Q1 | $3.84M | Buy |
138,330
+5,590
| +4% | +$155K | 2.73% | 3 |
|
|
2022
Q4 | $1.94M | Buy |
132,740
+43,900
| +49% | +$642K | 1.6% | 30 |
|
|
2022
Q3 | $1.08M | Buy |
88,840
+12,800
| +17% | +$155K | 1% | 39 |
|
|
2022
Q2 | $1.15M | Buy |
76,040
+2,050
| +3% | +$31.1K | 0.97% | 43 |
|
|
2022
Q1 | $2.02M | Sell |
73,990
-10,210
| -12% | -$279K | 1.35% | 28 |
|
|
2021
Q4 | $2.48M | Sell |
84,200
-24,890
| -23% | -$732K | 1.71% | 16 |
|
|
2021
Q3 | $2.26M | Sell |
109,090
-7,270
| -6% | -$151K | 1.65% | 22 |
|
|
2021
Q2 | $2.33M | Sell |
116,360
-19,360
| -14% | -$387K | 1.71% | 11 |
|
|
2021
Q1 | $1.81M | Buy |
135,720
+7,000
| +5% | +$93.5K | 1.46% | 28 |
|
|
2020
Q4 | $1.68M | Buy |
128,720
+22,640
| +21% | +$295K | 1.46% | 35 |
|
|
2020
Q3 | $1.44M | Buy |
+106,080
| New | +$1.44M | 1.44% | 32 |
|