WF
Welch & Forbes’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559M | Sell |
3,538,095
-61,009
| -2% | -$9.64M | 6.98% | 1 |
|
|
2025
Q1 | $390M | Sell |
3,599,104
-388,804
| -10% | -$42.1M | 5.1% | 1 |
|
|
2024
Q4 | $536M | Sell |
3,987,908
-156,680
| -4% | -$21M | 6.89% | 1 |
|
|
2024
Q3 | $503M | Sell |
4,144,588
-87,823
| -2% | -$10.7M | 6.41% | 1 |
|
|
2024
Q2 | $549M | Buy |
4,232,411
+3,786,419
| +849% | +$491M | 7.33% | 1 |
|
|
2024
Q1 | $403M | Sell |
445,992
-68,344
| -13% | -$61.8M | 5.53% | 1 |
|
|
2023
Q4 | $255M | Buy |
514,336
+1,170
| +0.2% | +$579K | 3.85% | 3 |
|
|
2023
Q3 | $223M | Sell |
513,166
-30,870
| -6% | -$13.4M | 3.69% | 3 |
|
|
2023
Q2 | $230M | Sell |
544,036
-17,433
| -3% | -$7.37M | 3.63% | 3 |
|
|
2023
Q1 | $156M | Sell |
561,469
-17,264
| -3% | -$4.8M | 2.64% | 6 |
|
|
2022
Q4 | $84.6M | Sell |
578,733
-6,629
| -1% | -$969K | 1.52% | 19 |
|
|
2022
Q3 | $71.1M | Sell |
585,362
-4,223
| -0.7% | -$513K | 1.39% | 20 |
|
|
2022
Q2 | $89.4M | Buy |
589,585
+7,863
| +1% | +$1.19M | 1.64% | 15 |
|
|
2022
Q1 | $159M | Sell |
581,722
-21,216
| -4% | -$5.79M | 2.5% | 7 |
|
|
2021
Q4 | $177M | Sell |
602,938
-16,755
| -3% | -$4.93M | 2.65% | 5 |
|
|
2021
Q3 | $128M | Buy |
619,693
+463,398
| +296% | +$96M | 2.13% | 11 |
|
|
2021
Q2 | $125M | Sell |
156,295
-2,654
| -2% | -$2.12M | 2.11% | 12 |
|
|
2021
Q1 | $84.9M | Sell |
158,949
-5,317
| -3% | -$2.84M | 1.57% | 18 |
|
|
2020
Q4 | $85.8M | Sell |
164,266
-3,801
| -2% | -$1.98M | 1.68% | 18 |
|
|
2020
Q3 | $91M | Sell |
168,067
-2,174
| -1% | -$1.18M | 1.96% | 12 |
|
|
2020
Q2 | $64.7M | Sell |
170,241
-20,585
| -11% | -$7.82M | 1.52% | 18 |
|
|
2020
Q1 | $50.3M | Sell |
190,826
-7,048
| -4% | -$1.86M | 1.41% | 21 |
|
|
2019
Q4 | $46.6M | Sell |
197,874
-2,114
| -1% | -$497K | 1.04% | 25 |
|
|
2019
Q3 | $34.8M | Sell |
199,988
-212
| -0.1% | -$36.9K | 0.83% | 38 |
|
|
2019
Q2 | $32.9M | Sell |
200,200
-2,538
| -1% | -$417K | 0.8% | 40 |
|
|
2019
Q1 | $36.4M | Sell |
202,738
-4,848
| -2% | -$871K | 0.91% | 36 |
|
|
2018
Q4 | $27.7M | Sell |
207,586
-47,139
| -19% | -$6.29M | 0.78% | 44 |
|
|
2018
Q3 | $71.6M | Sell |
254,725
-7,951
| -3% | -$2.23M | 1.71% | 13 |
|
|
2018
Q2 | $62.2M | Sell |
262,676
-4,698
| -2% | -$1.11M | 1.61% | 18 |
|
|
2018
Q1 | $61.9M | Sell |
267,374
-1,613
| -0.6% | -$374K | 1.6% | 16 |
|
|
2017
Q4 | $52M | Sell |
268,987
-9,437
| -3% | -$1.83M | 1.39% | 22 |
|
|
2017
Q3 | $49.8M | Sell |
278,424
-3,893
| -1% | -$696K | 1.31% | 22 |
|
|
2017
Q2 | $40.8M | Sell |
282,317
-23,060
| -8% | -$3.33M | 1.14% | 25 |
|
|
2017
Q1 | $33.3M | Sell |
305,377
-30,386
| -9% | -$3.31M | 0.95% | 32 |
|
|
2016
Q4 | $35.8M | Sell |
335,763
-80,574
| -19% | -$8.6M | 1.07% | 28 |
|
|
2016
Q3 | $28.5M | Sell |
416,337
-40,679
| -9% | -$2.79M | 0.99% | 32 |
|
|
2016
Q2 | $21.5M | Sell |
457,016
-6,404
| -1% | -$301K | 0.65% | 55 |
|
|
2016
Q1 | $16.5M | Buy |
463,420
+58,041
| +14% | +$2.07M | 0.51% | 66 |
|
|
2015
Q4 | $13.4M | Buy |
405,379
+225,454
| +125% | +$7.43M | 0.43% | 75 |
|
|
2015
Q3 | $4.44M | Buy |
+179,925
| New | +$4.44M | 0.15% | 121 |
|