Thames Capital Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3M Hold
90,475
3.24% 11
2025
Q1
$9.81M Sell
90,475
-45,416
-33% -$4.92M 3.77% 13
2024
Q4
$18.2M Buy
135,891
+15,529
+13% +$2.09M 4.95% 5
2024
Q3
$14.6M Buy
120,362
+26,562
+28% +$3.23M 4.55% 7
2024
Q2
$11.6M Sell
93,800
-10,530
-10% -$1.3M 4.54% 11
2024
Q1
$9.43M Sell
104,330
-44,930
-30% -$4.06M 3.92% 12
2023
Q4
$7.39M Buy
149,260
+9,800
+7% +$485K 3.81% 12
2023
Q3
$6.07M Sell
139,460
-21,530
-13% -$937K 3.47% 14
2023
Q2
$6.81M Buy
+160,990
New +$6.81M 3.63% 13
2022
Q2
Sell
-544,720
Closed -$14.9M 45
2022
Q1
$14.9M Buy
544,720
+308,840
+131% +$8.43M 3.14% 14
2021
Q4
$6.94M Sell
235,880
-1,440
-0.6% -$42.3K 1.33% 32
2021
Q3
$4.92M Hold
237,320
1.07% 33
2021
Q2
$4.75M Hold
237,320
1.11% 41
2021
Q1
$3.17M Hold
237,320
0.73% 46
2020
Q4
$3.1M Hold
237,320
0.87% 42
2020
Q3
$3.21M Sell
237,320
-236,240
-50% -$3.2M 1.13% 32
2020
Q2
$4.5M Buy
473,560
+211,640
+81% +$2.01M 1.76% 23
2020
Q1
$1.73M Sell
261,920
-1,242,480
-83% -$8.19M 1.35% 18
2019
Q4
$8.85M Buy
+1,504,400
New +$8.85M 2.93% 13