UCFA
United Capital Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251M | Buy |
1,585,815
+666
| +0% | +$105K | 2.02% | 7 |
|
|
2025
Q1 | $172M | Buy |
1,585,149
+58,267
| +4% | +$6.31M | 1.47% | 12 |
|
|
2024
Q4 | $205M | Sell |
1,526,882
-13,083
| -0.8% | -$1.76M | 1.73% | 10 |
|
|
2024
Q3 | $187M | Buy |
1,539,965
+79,798
| +5% | +$9.69M | 1.54% | 12 |
|
|
2024
Q2 | $180M | Buy |
1,460,167
+1,295,634
| +787% | +$160M | 1.55% | 11 |
|
|
2024
Q1 | $149M | Sell |
164,533
-9,329
| -5% | -$8.43M | 1.22% | 13 |
|
|
2023
Q4 | $86.1M | Buy |
173,862
+43,731
| +34% | +$21.7M | 0.71% | 28 |
|
|
2023
Q3 | $56.6M | Sell |
130,131
-14,724
| -10% | -$6.4M | 0.37% | 57 |
|
|
2023
Q2 | $61.3M | Sell |
144,855
-41,174
| -22% | -$17.4M | 0.33% | 61 |
|
|
2023
Q1 | $51.7M | Sell |
186,029
-8,996
| -5% | -$2.5M | 0.29% | 71 |
|
|
2022
Q4 | $28.5M | Sell |
195,025
-22,246
| -10% | -$3.25M | 0.16% | 129 |
|
|
2022
Q3 | $26.4M | Sell |
217,271
-45,432
| -17% | -$5.51M | 0.16% | 131 |
|
|
2022
Q2 | $39.8M | Buy |
262,703
+25,367
| +11% | +$3.85M | 0.22% | 93 |
|
|
2022
Q1 | $64.8M | Sell |
237,336
-13,639
| -5% | -$3.72M | 0.31% | 67 |
|
|
2021
Q4 | $73.8M | Sell |
250,975
-282
| -0.1% | -$82.9K | 0.34% | 57 |
|
|
2021
Q3 | $52.1M | Buy |
251,257
+186,698
| +289% | +$38.7M | 0.26% | 76 |
|
|
2021
Q2 | $12.9M | Buy |
64,559
+2,363
| +4% | +$473K | 0.07% | 244 |
|
|
2021
Q1 | $33.2M | Buy |
62,196
+956
| +2% | +$510K | 0.18% | 119 |
|
|
2020
Q4 | $32M | Buy |
61,240
+2,077
| +4% | +$1.08M | 0.19% | 116 |
|
|
2020
Q3 | $32M | Sell |
59,163
-1,982
| -3% | -$1.07M | 0.21% | 111 |
|
|
2020
Q2 | $23.2M | Buy |
61,145
+14,895
| +32% | +$5.66M | 0.17% | 134 |
|
|
2020
Q1 | $12.2M | Sell |
46,250
-5,522
| -11% | -$1.46M | 0.1% | 203 |
|
|
2019
Q4 | $12.2M | Sell |
51,772
-3,703
| -7% | -$871K | 0.08% | 277 |
|
|
2019
Q3 | $9.66M | Sell |
55,475
-114
| -0.2% | -$19.8K | 0.07% | 293 |
|
|
2019
Q2 | $9.13M | Buy |
55,589
+3,618
| +7% | +$594K | 0.06% | 305 |
|
|
2019
Q1 | $9.33M | Sell |
51,971
-12,188
| -19% | -$2.19M | 0.07% | 299 |
|
|
2018
Q4 | $8.57M | Buy |
64,159
+6,255
| +11% | +$835K | 0.07% | 277 |
|
|
2018
Q3 | $16.3M | Buy |
57,904
+3,846
| +7% | +$1.08M | 0.11% | 202 |
|
|
2018
Q2 | $12.8M | Buy |
54,058
+7,125
| +15% | +$1.69M | 0.1% | 245 |
|
|
2018
Q1 | $10.4M | Buy |
46,933
+5,932
| +14% | +$1.31M | 0.08% | 282 |
|
|
2017
Q4 | $8.09M | Sell |
41,001
-13
| -0% | -$2.57K | 0.06% | 325 |
|
|
2017
Q3 | $7.33M | Buy |
41,014
+1,529
| +4% | +$273K | 0.06% | 329 |
|
|
2017
Q2 | $5.71M | Buy |
39,485
+4,865
| +14% | +$703K | 0.05% | 361 |
|
|
2017
Q1 | $3.77M | Buy |
34,620
+3,006
| +10% | +$327K | 0.04% | 427 |
|
|
2016
Q4 | $3.37M | Sell |
31,614
-10,124
| -24% | -$1.08M | 0.03% | 452 |
|
|
2016
Q3 | $2.86M | Buy |
41,738
+8,986
| +27% | +$616K | 0.03% | 497 |
|
|
2016
Q2 | $1.54M | Sell |
32,752
-4,371
| -12% | -$205K | 0.02% | 619 |
|
|
2016
Q1 | $1.33M | Buy |
37,123
+5,977
| +19% | +$214K | 0.01% | 631 |
|
|
2015
Q4 | $1.03M | Sell |
31,146
-30,429
| -49% | -$1M | 0.01% | 691 |
|
|
2015
Q3 | $1.52M | Buy |
61,575
+4,593
| +8% | +$113K | 0.02% | 582 |
|
|
2015
Q2 | $1.15M | Buy |
56,982
+26,796
| +89% | +$539K | 0.01% | 699 |
|
|
2015
Q1 | $670K | Sell |
30,186
-69
| -0.2% | -$1.53K | 0.01% | 812 |
|
|
2014
Q4 | $607K | Buy |
30,255
+2,442
| +9% | +$49K | 0.01% | 764 |
|
|
2014
Q3 | $513K | Buy |
27,813
+1,545
| +6% | +$28.5K | 0.01% | 790 |
|
|
2014
Q2 | $487K | Buy |
26,268
+1,446
| +6% | +$26.8K | 0.01% | 687 |
|
|
2014
Q1 | $445K | Buy |
+24,822
| New | +$445K | 0.01% | 656 |
|