United Asset Strategies’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.3M | Buy |
362,465
+136
| +0% | +$21.5K | 4.89% | 1 |
|
|
2025
Q1 | $39.3M | Buy |
362,329
+67,367
| +23% | +$7.3M | 3.65% | 3 |
|
|
2024
Q4 | $39.6M | Buy |
294,962
+5,608
| +2% | +$753K | 3.64% | 5 |
|
|
2024
Q3 | $35.1M | Sell |
289,354
-23,123
| -7% | -$2.81M | 3.27% | 5 |
|
|
2024
Q2 | $38.6M | Buy |
312,477
+20,187
| +7% | +$2.49M | 3.81% | 3 |
|
|
2024
Q1 | $26.4M | Sell |
292,290
-6,760
| -2% | -$611K | 2.64% | 5 |
|
|
2023
Q4 | $14.8M | Buy |
299,050
+18,170
| +6% | +$900K | 1.66% | 13 |
|
|
2023
Q3 | $12.2M | Sell |
280,880
-250
| -0.1% | -$10.9K | 1.58% | 16 |
|
|
2023
Q2 | $11.9M | Sell |
281,130
-226,540
| -45% | -$9.58M | 1.48% | 17 |
|
|
2023
Q1 | $14.1M | Buy |
507,670
+6,040
| +1% | +$168K | 1.86% | 12 |
|
|
2022
Q4 | $7.33M | Sell |
501,630
-63,340
| -11% | -$926K | 1.02% | 37 |
|
|
2022
Q3 | $6.86M | Buy |
564,970
+18,480
| +3% | +$224K | 1.05% | 38 |
|
|
2022
Q2 | $8.28M | Buy |
546,490
+528,400
| +2,921% | +$8.01M | 1.21% | 32 |
|
|
2022
Q1 | $494K | Buy |
18,090
+1,090
| +6% | +$29.8K | 0.06% | 152 |
|
|
2021
Q4 | $500K | Sell |
17,000
-30
| -0.2% | -$882 | 0.06% | 153 |
|
|
2021
Q3 | $353K | Buy |
17,030
+1,230
| +8% | +$25.5K | 0.05% | 166 |
|
|
2021
Q2 | $316K | Buy |
15,800
+440
| +3% | +$8.8K | 0.04% | 175 |
|
|
2021
Q1 | $205K | Sell |
15,360
-5,280
| -26% | -$70.5K | 0.03% | 196 |
|
|
2020
Q4 | $269K | Sell |
20,640
-54,960
| -73% | -$716K | 0.04% | 181 |
|
|
2020
Q3 | $1.02M | Sell |
75,600
-15,080
| -17% | -$204K | 0.19% | 94 |
|
|
2020
Q2 | $861K | Buy |
+90,680
| New | +$861K | 0.17% | 100 |
|
|
2020
Q1 | – | Sell |
-1,083,640
| Closed | -$6.37M | – | 202 |
|
|
2019
Q4 | $6.37M | Buy |
1,083,640
+38,880
| +4% | +$229K | 1.24% | 28 |
|
|
2019
Q3 | $4.55M | Buy |
+1,044,760
| New | +$4.55M | 1% | 36 |
|