The Family Firm’s NVIDIA NVDA Stock Holding History

The Family Firm’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.01M	Sell	50,709 -1,893	-4%	-$299K	1.93%	11
2025 Q1	$5.7M	Sell	52,602 -5,677	-10%	-$615K	1.27%	16
2024 Q4	$7.32M	Buy	58,279 +3,840	+7%	+$482K	1.63%	13
2024 Q3	$6.61M	Buy	54,439 +1,248	+2%	+$152K	1.45%	14
2024 Q2	$6.57M	Buy	53,191 +31	+0.1%	+$3.83K	1.47%	13
2024 Q1	$4.8M	Buy	53,160 +10	+0%	+$904	1.17%	17
2023 Q4	$2.63M	Hold	53,150	–	–	0.68%	32
2023 Q3	$2.31M	Buy	53,150 +10	+0%	+$435	0.65%	33
2023 Q2	$2.25M	Hold	53,140	–	–	0.59%	38
2023 Q1	$1.48M	Sell	53,140 -23,110	-30%	-$642K	0.41%	50
2022 Q4	$1.11M	Buy	76,250 +22,890	+43%	+$335K	0.33%	63
2022 Q3	$648K	Sell	53,360 -22,260	-29%	-$270K	0.21%	85
2022 Q2	$1.15M	Buy	75,620 +370	+0.5%	+$5.61K	0.34%	58
2022 Q1	$2.05M	Buy	75,250 +10	+0%	+$273	0.54%	40
2021 Q4	$2.21M	Buy	75,240 +510	+0.7%	+$15K	0.57%	39
2021 Q3	$1.65M	Buy	74,730 +10	+0%	+$221	0.43%	46
2021 Q2	$1.49M	Buy	74,720 +320	+0.4%	+$6.4K	0.41%	48
2021 Q1	$993K	Hold	74,400	–	–	0.29%	66
2020 Q4	$965K	Buy	74,400 +1,000	+1%	+$13K	0.29%	64
2020 Q3	$993K	Sell	73,400 -2,080	-3%	-$28.1K	0.36%	54
2020 Q2	$717K	Buy	75,480 +40	+0.1%	+$380	0.27%	68
2020 Q1	$497K	Hold	75,440	–	–	0.21%	72
2019 Q4	$444K	Buy	75,440 +40	+0.1%	+$235	0.15%	91
2019 Q3	$328K	Hold	75,400	–	–	0.12%	109
2019 Q2	$310K	Buy	75,400 +120	+0.2%	+$493	0.11%	110
2019 Q1	$338K	Hold	75,280	–	–	0.12%	104
2018 Q4	$251K	Buy	75,280 +80	+0.1%	+$267	0.1%	115
2018 Q3	$528K	Buy	75,200 +40	+0.1%	+$281	0.19%	72
2018 Q2	$445K	Sell	75,160 -3,640	-5%	-$21.6K	0.17%	79
2018 Q1	$456K	Hold	78,800	–	–	0.18%	76
2017 Q4	$381K	Sell	78,800 -1,960	-2%	-$9.48K	0.15%	85
2017 Q3	$361K	Buy	80,760 +2,040	+3%	+$9.12K	0.15%	87
2017 Q2	$284K	Buy	78,720 +520	+0.7%	+$1.88K	0.13%	100
2017 Q1	$213K	Buy	78,200 +40	+0.1%	+$109	0.1%	102
2016 Q4	$209K	Buy	+78,160	New	+$209K	0.1%	107