Xcel Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.4M | Sell |
88,161
-143
| -0.2% | -$26.2K | 4.28% | 3 |
|
|
2025
Q4 | $16.5M | Buy |
88,304
+68
| +0.1% | +$12.7K | 4.22% | 4 |
|
|
2025
Q3 | $16.5M | Sell |
88,236
-597
| -0.7% | -$104K | 4.28% | 4 |
|
|
2025
Q2 | $14M | Sell |
88,833
-1,310
| -1% | -$165K | 3.99% | 4 |
|
|
2025
Q1 | $9.77M | Buy |
90,143
+265
| +0.3% | +$33.6K | 3.04% | 9 |
|
|
2024
Q4 | $12.1M | Sell |
89,878
-510
| -0.6% | -$70.3K | 3.34% | 7 |
|
|
2024
Q3 | $11M | Sell |
90,388
-529
| -0.6% | -$62.5K | 3.21% | 8 |
|
|
2024
Q2 | $11.2M | Sell |
90,917
-1,303
| -1% | -$132K | 3.52% | 6 |
|
|
2024
Q1 | $8.33M | Sell |
92,220
-3,350
| -4% | -$243K | 2.6% | 8 |
|
|
2023
Q4 | $4.73M | Sell |
95,570
-3,030
| -3% | -$140K | 1.66% | 19 |
|
|
2023
Q3 | $4.29M | Sell |
98,600
-184,810
| -65% | -$8.28M | 1.69% | 17 |
|
|
2023
Q2 | $12M | Sell |
283,410
-166,480
| -37% | -$5.53M | 3.79% | 5 |
|
|
2023
Q1 | $12.5M | Buy |
449,890
+940
| +0.2% | +$20.3K | 4.4% | 4 |
|
|
2022
Q4 | $6.56M | Sell |
448,950
-28,860
| -6% | -$423K | 2.58% | 13 |
|
|
2022
Q3 | $5.8M | Buy |
477,810
+55,680
| +13% | +$880K | 2.16% | 14 |
|
|
2022
Q2 | $6.4M | Buy |
422,130
+44,820
| +12% | +$846K | 2.33% | 11 |
|
|
2022
Q1 | $10.3M | Buy |
377,310
+15,790
| +4% | +$396K | 2.82% | 6 |
|
|
2021
Q4 | $10.6M | Buy |
361,520
+10,600
| +3% | +$292K | 2.73% | 6 |
|
|
2021
Q3 | $7.27M | Buy |
350,920
+22,160
| +7% | +$460K | 2.11% | 12 |
|
|
2021
Q2 | $6.58M | Buy |
328,760
+15,320
| +5% | +$246K | 1.98% | 19 |
|
|
2021
Q1 | $4.18M | Buy |
313,440
+23,280
| +8% | +$313K | 1.49% | 22 |
|
|
2020
Q4 | $3.79M | Buy |
290,160
+11,520
| +4% | +$154K | 1.63% | 21 |
|
|
2020
Q3 | $3.77M | Sell |
278,640
-36,600
| -12% | -$426K | 1.94% | 17 |
|
|
2020
Q2 | $2.99M | Sell |
315,240
-31,880
| -9% | -$258K | 1.86% | 19 |
|
|
2020
Q1 | $2.29M | Sell |
347,120
-25,680
| -7% | -$162K | 2.06% | 18 |
|
|
2019
Q4 | $2.19M | Buy |
372,800
+6,440
| +2% | +$33.5K | 1.82% | 18 |
|
|
2019
Q3 | $1.59M | Sell |
366,360
-1,800
| -0.5% | -$7.57K | 1.48% | 23 |
|
|
2019
Q2 | $1.51M | Buy |
368,160
+20,440
| +6% | +$84.7K | 1.48% | 22 |
|
|
2019
Q1 | $1.56M | Sell |
347,720
-78,280
| -18% | -$304K | 1.61% | 19 |
|
|
2018
Q4 | $1.42M | Buy |
+426,000
| New | +$2.04M | 1.74% | 19 |
|
Other funds holding NVDA
VCM
VPM
