WAS
Winch Advisory Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1M | Sell |
209,805
-2,951
| -1% | -$466K | 8.09% | 2 |
|
|
2025
Q1 | $23.1M | Sell |
212,756
-4,378
| -2% | -$474K | 6.1% | 6 |
|
|
2024
Q4 | $29.2M | Sell |
217,134
-11,490
| -5% | -$1.54M | 7.58% | 3 |
|
|
2024
Q3 | $27.8M | Sell |
228,624
-7,443
| -3% | -$904K | 7.68% | 3 |
|
|
2024
Q2 | $29.2M | Buy |
236,067
+211,324
| +854% | +$26.1M | 8.34% | 2 |
|
|
2024
Q1 | $22.4M | Sell |
24,743
-1,491
| -6% | -$1.35M | 6.83% | 2 |
|
|
2023
Q4 | $13M | Sell |
26,234
-999
| -4% | -$495K | 4.31% | 8 |
|
|
2023
Q3 | $11.8M | Sell |
27,233
-1,057
| -4% | -$460K | 4.35% | 7 |
|
|
2023
Q2 | $12M | Sell |
28,290
-2,607
| -8% | -$1.1M | 4.3% | 8 |
|
|
2023
Q1 | $8.58M | Sell |
30,897
-456
| -1% | -$127K | 3.33% | 9 |
|
|
2022
Q4 | $4.58M | Sell |
31,353
-1,572
| -5% | -$230K | 1.95% | 12 |
|
|
2022
Q3 | $4M | Buy |
32,925
+534
| +2% | +$64.8K | 1.72% | 14 |
|
|
2022
Q2 | $4.91M | Buy |
32,391
+1,153
| +4% | +$175K | 2% | 14 |
|
|
2022
Q1 | $8.52M | Sell |
31,238
-2,067
| -6% | -$564K | 2.96% | 10 |
|
|
2021
Q4 | $9.8M | Sell |
33,305
-430
| -1% | -$126K | 3.24% | 9 |
|
|
2021
Q3 | $6.99M | Buy |
33,735
+25,399
| +305% | +$5.26M | 2.44% | 14 |
|
|
2021
Q2 | $6.67M | Buy |
8,336
+392
| +5% | +$314K | 2.4% | 14 |
|
|
2021
Q1 | $4.24M | Buy |
7,944
+608
| +8% | +$325K | 1.7% | 17 |
|
|
2020
Q4 | $3.83M | Sell |
7,336
-252
| -3% | -$132K | 1.59% | 18 |
|
|
2020
Q3 | $4.11M | Buy |
7,588
+22
| +0.3% | +$11.9K | 1.74% | 14 |
|
|
2020
Q2 | $2.87M | Sell |
7,566
-107
| -1% | -$40.6K | 1.37% | 16 |
|
|
2020
Q1 | $2.02M | Sell |
7,673
-2,029
| -21% | -$535K | 1.01% | 19 |
|
|
2019
Q4 | $2.28M | Sell |
9,702
-114
| -1% | -$26.8K | 1.08% | 25 |
|
|
2019
Q3 | $1.71M | Buy |
9,816
+294
| +3% | +$51.2K | 0.89% | 26 |
|
|
2019
Q2 | $1.56M | Buy |
9,522
+759
| +9% | +$125K | 0.82% | 28 |
|
|
2019
Q1 | $1.57M | Buy |
8,763
+590
| +7% | +$106K | 0.87% | 32 |
|
|
2018
Q4 | $1.09M | Buy |
8,173
+164
| +2% | +$21.9K | 0.61% | 34 |
|
|
2018
Q3 | $2.25M | Buy |
8,009
+588
| +8% | +$165K | 1.13% | 32 |
|
|
2018
Q2 | $1.76M | Buy |
7,421
+6,292
| +557% | +$1.49M | 0.95% | 34 |
|
|
2018
Q1 | $261K | Buy |
1,129
+180
| +19% | +$41.6K | 0.15% | 70 |
|
|
2017
Q4 | $184K | Hold |
949
| – | – | 0.11% | 62 |
|
|
2017
Q3 | $188K | Sell |
949
-1,140
| -55% | -$226K | 0.12% | 59 |
|
|
2017
Q2 | $302K | Sell |
2,089
-679
| -25% | -$98.2K | 0.19% | 66 |
|
|
2017
Q1 | $302K | Buy |
2,768
+161
| +6% | +$17.6K | 0.19% | 67 |
|
|
2016
Q4 | $278K | Buy |
2,607
+2,347
| +903% | +$250K | 0.19% | 65 |
|
|
2016
Q3 | $18K | Buy |
+260
| New | +$18K | 0.01% | 123 |
|