Wealthspire Advisors (New York)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Buy |
236,689
+40,863
| +21% | +$6.46M | 0.21% | 53 |
|
|
2025
Q1 | $21.2M | Buy |
195,826
+20,930
| +12% | +$2.27M | 0.13% | 77 |
|
|
2024
Q4 | $23.5M | Buy |
174,896
+39,944
| +30% | +$5.36M | 0.23% | 60 |
|
|
2024
Q3 | $16.4M | Buy |
134,952
+11,365
| +9% | +$1.38M | 0.17% | 69 |
|
|
2024
Q2 | $15.3M | Buy |
123,587
+17,797
| +17% | +$2.2M | 0.2% | 53 |
|
|
2024
Q1 | $9.56M | Sell |
105,790
-16,990
| -14% | -$1.54M | 0.13% | 77 |
|
|
2023
Q4 | $6.08M | Buy |
122,780
+17,240
| +16% | +$854K | 0.09% | 104 |
|
|
2023
Q3 | $4.59M | Buy |
105,540
+27,170
| +35% | +$1.18M | 0.08% | 110 |
|
|
2023
Q2 | $3.32M | Buy |
78,370
+8,230
| +12% | +$348K | 0.05% | 115 |
|
|
2023
Q1 | $1.95M | Sell |
70,140
-56,980
| -45% | -$1.58M | 0.03% | 154 |
|
|
2022
Q4 | $1.86M | Buy |
127,120
+42,670
| +51% | +$624K | 0.03% | 163 |
|
|
2022
Q3 | $1.03M | Buy |
84,450
+38,590
| +84% | +$468K | 0.02% | 225 |
|
|
2022
Q2 | $695K | Buy |
45,860
+6,290
| +16% | +$95.3K | 0.01% | 269 |
|
|
2022
Q1 | $1.08M | Sell |
39,570
-135,100
| -77% | -$3.69M | 0.02% | 182 |
|
|
2021
Q4 | $5.14M | Buy |
174,670
+69,660
| +66% | +$2.05M | 0.11% | 82 |
|
|
2021
Q3 | $2.18M | Buy |
105,010
+59,650
| +132% | +$1.24M | 0.05% | 158 |
|
|
2021
Q2 | $907K | Sell |
45,360
-250,320
| -85% | -$5.01M | 0.02% | 172 |
|
|
2021
Q1 | $3.95M | Buy |
295,680
+28,760
| +11% | +$384K | 0.09% | 107 |
|
|
2020
Q4 | $3.49M | Buy |
266,920
+100,920
| +61% | +$1.32M | 0.1% | 91 |
|
|
2020
Q3 | $2.25M | Buy |
166,000
+23,560
| +17% | +$319K | 0.13% | 73 |
|
|
2020
Q2 | $1.35M | Sell |
142,440
-162,120
| -53% | -$1.54M | 0.09% | 89 |
|
|
2020
Q1 | $2.01M | Buy |
304,560
+228,400
| +300% | +$1.51M | 0.08% | 123 |
|
|
2019
Q4 | $448K | Buy |
76,160
+21,040
| +38% | +$124K | 0.03% | 110 |
|
|
2019
Q3 | $240K | Buy |
+55,120
| New | +$240K | 0.02% | 141 |
|
|
2019
Q1 | – | Sell |
-21,040
| Closed | -$70K | – | 561 |
|
|
2018
Q4 | $70K | Buy |
+21,040
| New | +$70K | 0.01% | 149 |
|