WMS Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,042
| Closed | -$4.84M | – | 186 |
|
|
2024
Q4 | $4.84M | Buy |
36,042
+726
| +2% | +$100K | 0.27% | 41 |
|
|
2024
Q3 | $4.29M | Buy |
35,316
+2,638
| +8% | +$312K | 0.24% | 49 |
|
|
2024
Q2 | $4.04M | Buy |
32,678
+3,158
| +11% | +$319K | 0.26% | 46 |
|
|
2024
Q1 | $2.67M | Hold |
29,520
| – | – | 0.18% | 58 |
|
|
2023
Q4 | $1.46M | Sell |
29,520
-53,050
| -64% | -$2.46M | 0.11% | 79 |
|
|
2023
Q3 | $3.59M | Sell |
82,570
-5,220
| -6% | -$234K | 0.28% | 48 |
|
|
2023
Q2 | $3.71M | Sell |
87,790
-3,650
| -4% | -$121K | 0.29% | 47 |
|
|
2023
Q1 | $2.54M | Sell |
91,440
-5,290
| -5% | -$114K | 0.22% | 53 |
|
|
2022
Q4 | $1.41M | Sell |
96,730
-2,490
| -3% | -$36.5K | 0.14% | 79 |
|
|
2022
Q3 | $1.2M | Sell |
99,220
-2,870
| -3% | -$45.4K | 0.16% | 73 |
|
|
2022
Q2 | $1.55M | Buy |
102,090
+1,630
| +2% | +$30.8K | 0.24% | 59 |
|
|
2022
Q1 | $2.74M | Buy |
100,460
+2,120
| +2% | +$53.2K | 0.38% | 40 |
|
|
2021
Q4 | $2.89M | Sell |
98,340
-4,960
| -5% | -$136K | 0.62% | 32 |
|
|
2021
Q3 | $2.14M | Sell |
103,300
-380
| -0.4% | -$7.89K | 0.31% | 46 |
|
|
2021
Q2 | $2.07M | Buy |
103,680
+39,680
| +62% | +$636K | 0.31% | 47 |
|
|
2021
Q1 | $854K | Buy |
64,000
+1,600
| +3% | +$21.5K | 0.19% | 77 |
|
|
2020
Q4 | $815K | Buy |
62,400
+2,320
| +4% | +$31.1K | 0.14% | 78 |
|
|
2020
Q3 | $813K | Sell |
60,080
-4,400
| -7% | -$51.2K | 0.16% | 72 |
|
|
2020
Q2 | $612K | Hold |
64,480
| – | – | 0.13% | 96 |
|
|
2020
Q1 | $425K | Buy |
64,480
+6,120
| +10% | +$38.6K | 0.12% | 104 |
|
|
2019
Q4 | $343K | Sell |
58,360
-12,880
| -18% | -$67K | 0.08% | 162 |
|
|
2019
Q3 | $310K | Buy |
71,240
+11,000
| +18% | +$46.3K | 0.07% | 169 |
|
|
2019
Q2 | $247K | Sell |
60,240
-11,600
| -16% | -$48.1K | 0.06% | 187 |
|
|
2019
Q1 | $322K | Sell |
71,840
-18,000
| -20% | -$69.9K | 0.08% | 142 |
|
|
2018
Q4 | $300K | Buy |
89,840
+46,920
| +109% | +$224K | 0.08% | 138 |
|
|
2018
Q3 | $302K | Sell |
42,920
-1,200
| -3% | -$7.8K | 0.03% | 167 |
|
|
2018
Q2 | $261K | Sell |
44,120
-640
| -1% | -$3.89K | 0.03% | 179 |
|
|
2018
Q1 | $259K | Buy |
44,760
+1,360
| +3% | +$7.99K | 0.03% | 182 |
|
|
2017
Q4 | $210K | Buy |
+43,400
| New | +$216K | 0.02% | 222 |
|
Other funds holding NVDA
WMS Partners's NVDA Position: Q1 2025 in Review
WMS Partners sold out of NVIDIA (NVDA) in Q1 2025, closing a stake of 36,042 shares — an estimated $4.84M sold.
WMS Partners first reported a position in NVDA in Q4 2017 and held it in 29 quarters. The position peaked at $4.84M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.
- WMS Partners reported no remaining NVIDIA position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 36,042 NVIDIA shares in Q1 2025, an estimated $4.84M.
- WMS Partners first reported a position in NVIDIA in Q4 2017 and held it in 29 quarters.
- WMS Partners's NVIDIA position peaked at $4.84M in Q4 2024.
- 5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.