Ulland Investment 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 | $11.3M | Sell |
71,702
-4,185
| -6% | -$661K | 8.65% | 1 |
|
2025
Q1 | $8.23M | Sell |
75,887
-29,080
| -28% | -$3.15M | 6.88% | 1 |
|
2024
Q4 | $14.1M | Sell |
104,967
-4,252
| -4% | -$571K | 8.99% | 1 |
|
2024
Q3 | $13.3M | Sell |
109,219
-1,137
| -1% | -$138K | 9.71% | 1 |
|
2024
Q2 | $13.6M | Buy |
110,356
+2,046
| +2% | +$253K | 9.48% | 1 |
|
2024
Q1 | $9.79M | Buy |
108,310
+12,940
| +14% | +$1.17M | 7.81% | 1 |
|
2023
Q4 | $4.72M | Buy |
95,370
+44,000
| +86% | +$2.18M | 4.76% | 7 |
|
2023
Q3 | $2.24M | Buy |
51,370
+36,310
| +241% | +$1.58M | 2.46% | 14 |
|
2023
Q2 | $637K | Buy |
15,060
+14,530
| +2,742% | +$615K | 0.65% | 31 |
|
2023
Q1 | $15K | Hold |
530
| – | – | 0.02% | 142 |
|
2022
Q4 | $8K | Hold |
530
| – | – | 0.01% | 170 |
|
2022
Q3 | $6K | Hold |
530
| – | – | 0.01% | 182 |
|
2022
Q2 | $8K | Hold |
530
| – | – | 0.01% | 194 |
|
2022
Q1 | $14K | Buy |
530
+200
| +61% | +$5.28K | 0.01% | 175 |
|
2021
Q4 | $10K | Buy |
+330
| New | +$10K | 0.01% | 176 |
|