Valmark Advisers’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
108,797
+443
| +0.4% | +$70K | 0.24% | 59 |
|
|
2025
Q1 | $11.7M | Sell |
108,354
-13,721
| -11% | -$1.49M | 0.18% | 69 |
|
|
2024
Q4 | $16.4M | Sell |
122,075
-9,245
| -7% | -$1.24M | 0.25% | 54 |
|
|
2024
Q3 | $15.9M | Buy |
131,320
+2,784
| +2% | +$338K | 0.25% | 53 |
|
|
2024
Q2 | $15.9M | Buy |
128,536
+7,926
| +7% | +$979K | 0.27% | 52 |
|
|
2024
Q1 | $10.9M | Buy |
120,610
+8,770
| +8% | +$792K | 0.19% | 58 |
|
|
2023
Q4 | $5.54M | Buy |
111,840
+14,900
| +15% | +$738K | 0.1% | 80 |
|
|
2023
Q3 | $4.22M | Buy |
96,940
+1,610
| +2% | +$70K | 0.09% | 87 |
|
|
2023
Q2 | $4.03M | Buy |
95,330
+6,120
| +7% | +$259K | 0.08% | 90 |
|
|
2023
Q1 | $2.48M | Buy |
89,210
+30,420
| +52% | +$845K | 0.05% | 123 |
|
|
2022
Q4 | $859K | Buy |
58,790
+5,150
| +10% | +$75.3K | 0.02% | 230 |
|
|
2022
Q3 | $651K | Sell |
53,640
-7,890
| -13% | -$95.8K | 0.01% | 246 |
|
|
2022
Q2 | $933K | Buy |
61,530
+21,930
| +55% | +$333K | 0.02% | 199 |
|
|
2022
Q1 | $1.08M | Buy |
39,600
+3,180
| +9% | +$86.8K | 0.02% | 200 |
|
|
2021
Q4 | $1.07M | Sell |
36,420
-29,190
| -44% | -$858K | 0.02% | 188 |
|
|
2021
Q3 | $1.36M | Buy |
65,610
+22,410
| +52% | +$464K | 0.02% | 146 |
|
|
2021
Q2 | $864K | Sell |
43,200
-4,080
| -9% | -$81.6K | 0.02% | 201 |
|
|
2021
Q1 | $631K | Buy |
47,280
+15,000
| +46% | +$200K | 0.01% | 237 |
|
|
2020
Q4 | $421K | Buy |
32,280
+8,840
| +38% | +$115K | 0.01% | 264 |
|
|
2020
Q3 | $317K | Buy |
+23,440
| New | +$317K | 0.01% | 224 |
|