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Tobias Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
15,529
+2,823
| +22% | +$446K | 0.42% | 45 |
|
|
2025
Q1 | $1.38M | Buy |
12,706
+975
| +8% | +$106K | 0.27% | 48 |
|
|
2024
Q4 | $1.58M | Sell |
11,731
-26
| -0.2% | -$3.49K | 0.32% | 45 |
|
|
2024
Q3 | $1.43M | Sell |
11,757
-2,487
| -17% | -$302K | 0.29% | 46 |
|
|
2024
Q2 | $1.76M | Buy |
14,244
+13,164
| +1,219% | +$1.63M | 0.38% | 38 |
|
|
2024
Q1 | $976K | Buy |
1,080
+261
| +32% | +$236K | 0.22% | 52 |
|
|
2023
Q4 | $406K | Buy |
819
+197
| +32% | +$97.6K | 0.1% | 66 |
|
|
2023
Q3 | $271K | Hold |
622
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $263K | Sell |
622
-109
| -15% | -$46.1K | 0.07% | 80 |
|
|
2023
Q1 | $203K | Sell |
731
-746
| -51% | -$207K | 0.06% | 79 |
|
|
2022
Q4 | $216K | Buy |
+1,477
| New | +$216K | 0.07% | 73 |
|
|
2022
Q3 | – | Sell |
-1,396
| Closed | -$212K | – | 83 |
|
|
2022
Q2 | $212K | Buy |
1,396
+92
| +7% | +$14K | 0.07% | 72 |
|
|
2022
Q1 | $356K | Buy |
+1,304
| New | +$356K | 0.12% | 58 |
|
|
2020
Q1 | – | Sell |
-360
| Closed | -$84K | – | 202 |
|
|
2019
Q4 | $84K | Buy |
+360
| New | +$84K | 0.05% | 73 |
|