Williams Jones Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307M | Buy |
1,940,216
+41,609
| +2% | +$6.57M | 3.67% | 5 |
|
|
2025
Q1 | $206M | Sell |
1,898,607
-93,180
| -5% | -$10.1M | 2.63% | 7 |
|
|
2024
Q4 | $267M | Sell |
1,991,787
-93,641
| -4% | -$12.6M | 3.23% | 5 |
|
|
2024
Q3 | $253M | Sell |
2,085,428
-30,876
| -1% | -$3.75M | 2.97% | 5 |
|
|
2024
Q2 | $261M | Buy |
2,116,304
+102,404
| +5% | +$12.7M | 3.24% | 5 |
|
|
2024
Q1 | $182M | Sell |
2,013,900
-43,310
| -2% | -$3.91M | 2.32% | 10 |
|
|
2023
Q4 | $102M | Buy |
2,057,210
+94,260
| +5% | +$4.67M | 1.43% | 22 |
|
|
2023
Q3 | $85.4M | Sell |
1,962,950
-67,810
| -3% | -$2.95M | 1.31% | 26 |
|
|
2023
Q2 | $85.9M | Sell |
2,030,760
-86,300
| -4% | -$3.65M | 1.29% | 28 |
|
|
2023
Q1 | $58.8M | Buy |
2,117,060
+80,310
| +4% | +$2.23M | 0.92% | 32 |
|
|
2022
Q4 | $29.8M | Sell |
2,036,750
-89,800
| -4% | -$1.31M | 0.5% | 45 |
|
|
2022
Q3 | $25.8M | Buy |
2,126,550
+102,000
| +5% | +$1.24M | 0.45% | 48 |
|
|
2022
Q2 | $30.7M | Sell |
2,024,550
-69,950
| -3% | -$1.06M | 0.5% | 43 |
|
|
2022
Q1 | $57.2M | Sell |
2,094,500
-111,040
| -5% | -$3.03M | 0.8% | 35 |
|
|
2021
Q4 | $64.9M | Sell |
2,205,540
-17,520
| -0.8% | -$515K | 0.81% | 36 |
|
|
2021
Q3 | $46.1M | Sell |
2,223,060
-11,820
| -0.5% | -$245K | 0.64% | 42 |
|
|
2021
Q2 | $44.7M | Buy |
2,234,880
+93,400
| +4% | +$1.87M | 0.63% | 42 |
|
|
2021
Q1 | $28.6M | Buy |
2,141,480
+520,080
| +32% | +$6.94M | 0.45% | 52 |
|
|
2020
Q4 | $21.2M | Buy |
1,621,400
+22,800
| +1% | +$298K | 0.35% | 57 |
|
|
2020
Q3 | $21.6M | Sell |
1,598,600
-11,440
| -0.7% | -$155K | 0.4% | 53 |
|
|
2020
Q2 | $15.3M | Buy |
1,610,040
+382,960
| +31% | +$3.64M | 0.31% | 64 |
|
|
2020
Q1 | $8.09M | Sell |
1,227,080
-17,000
| -1% | -$112K | 0.21% | 77 |
|
|
2019
Q4 | $7.32M | Buy |
1,244,080
+127,640
| +11% | +$751K | 0.14% | 95 |
|
|
2019
Q3 | $4.86M | Buy |
+1,116,440
| New | +$4.86M | 0.1% | 118 |
|