Symphony Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.2M | Buy |
183,023
+3,829
| +2% | +$702K | 4.14% | 2 |
|
|
2025
Q4 | $33.6M | Sell |
179,194
-55,055
| -24% | -$10.2M | 4.51% | 2 |
|
|
2025
Q3 | $43.6M | Buy |
234,249
+9,608
| +4% | +$1.67M | 5.31% | 2 |
|
|
2025
Q2 | $37.1M | Buy |
224,641
+108,091
| +93% | +$13.6M | 4.86% | 2 |
|
|
2025
Q1 | $13M | Sell |
116,550
-129,412
| -53% | -$16.4M | 7.71% | 2 |
|
|
2024
Q4 | $34.7M | Buy |
245,962
+29,514
| +14% | +$4.07M | 5.46% | 2 |
|
|
2024
Q3 | $26.1M | Buy |
216,448
+9,710
| +5% | +$1.15M | 4.31% | 3 |
|
|
2024
Q2 | $25.5M | Buy |
206,738
+61,128
| +42% | +$6.18M | 4.66% | 3 |
|
|
2024
Q1 | $13.2M | Sell |
145,610
-54,860
| -27% | -$3.98M | 3.07% | 5 |
|
|
2023
Q4 | $11M | Buy |
200,470
+126,000
| +169% | +$5.84M | 2.38% | 10 |
|
|
2023
Q3 | $3.33M | Buy |
74,470
+11,820
| +19% | +$530K | 0.82% | 27 |
|
|
2023
Q2 | $2.57M | Sell |
62,650
-23,220
| -27% | -$771K | 0.63% | 40 |
|
|
2023
Q1 | $2.36M | Buy |
85,870
+10,440
| +14% | +$226K | 0.61% | 38 |
|
|
2022
Q4 | $1.16M | Buy |
75,430
+15,390
| +26% | +$226K | 0.31% | 65 |
|
|
2022
Q3 | $734K | Sell |
60,040
-16,150
| -21% | -$255K | 0.24% | 93 |
|
|
2022
Q2 | $1.18M | Sell |
76,190
-28,500
| -27% | -$538K | 0.35% | 64 |
|
|
2022
Q1 | $2.5M | Buy |
104,690
+28,840
| +38% | +$723K | 0.59% | 34 |
|
|
2021
Q4 | $2.28M | Buy |
75,850
+18,480
| +32% | +$508K | 0.64% | 35 |
|
|
2021
Q3 | $1.18M | Sell |
57,370
-108,430
| -65% | -$2.25M | 0.41% | 49 |
|
|
2021
Q2 | $3.31M | Sell |
165,800
-117,840
| -42% | -$1.89M | 1.13% | 20 |
|
|
2021
Q1 | $4.48M | Buy |
283,640
+96,320
| +51% | +$1.29M | 1.19% | 18 |
|
|
2020
Q4 | $2.46M | Sell |
187,320
-1,600
| -0.8% | -$21.4K | 0.89% | 27 |
|
|
2020
Q3 | $2.56M | Buy |
188,920
+86,400
| +84% | +$1.01M | 1.05% | 23 |
|
|
2020
Q2 | $974K | Buy |
+102,520
| New | +$829K | 0.47% | 39 |
|
Other funds holding NVDA
VCM
VPM
