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