XML Financial’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 | $11.7M | Buy |
67,023
+2,864
| +4% | +$525K | 0.94% | 25 |
|
|
2025
Q4 | $12M | Buy |
64,159
+1,040
| +2% | +$194K | 0.98% | 25 |
|
|
2025
Q3 | $11.8M | Buy |
63,119
+5,125
| +9% | +$893K | 0.96% | 27 |
|
|
2025
Q2 | $9.16M | Sell |
57,994
-5,321
| -8% | -$670K | 0.79% | 35 |
|
|
2025
Q1 | $6.86M | Buy |
63,315
+3,910
| +7% | +$496K | 0.64% | 46 |
|
|
2024
Q4 | $7.98M | Buy |
59,405
+909
| +2% | +$125K | 0.73% | 37 |
|
|
2024
Q3 | $7.1M | Buy |
58,496
+5,617
| +11% | +$663K | 0.66% | 45 |
|
|
2024
Q2 | $6.53M | Buy |
52,879
+2,509
| +5% | +$254K | 0.66% | 42 |
|
|
2024
Q1 | $4.55M | Sell |
50,370
-3,920
| -7% | -$284K | 0.47% | 63 |
|
|
2023
Q4 | $2.69M | Buy |
54,290
+1,920
| +4% | +$89K | 0.28% | 96 |
|
|
2023
Q3 | $2.28M | Buy |
52,370
+8,570
| +20% | +$384K | 0.27% | 95 |
|
|
2023
Q2 | $1.85M | Sell |
43,800
-340
| -0.8% | -$11.3K | 0.21% | 109 |
|
|
2023
Q1 | $1.23M | Sell |
44,140
-100
| -0.2% | -$2.16K | 0.15% | 136 |
|
|
2022
Q4 | $647K | Sell |
44,240
-3,970
| -8% | -$58.2K | 0.08% | 189 |
|
|
2022
Q3 | $585K | Buy |
48,210
+1,660
| +4% | +$26.2K | 0.08% | 184 |
|
|
2022
Q2 | $706K | Sell |
46,550
-1,000
| -2% | -$18.9K | 0.16% | 115 |
|
|
2022
Q1 | $1.3M | Buy |
47,550
+6,780
| +17% | +$170K | 0.15% | 137 |
|
|
2021
Q4 | $1.2M | Buy |
40,770
+4,270
| +12% | +$117K | 0.14% | 142 |
|
|
2021
Q3 | $756K | Buy |
36,500
+1,020
| +3% | +$21.2K | 0.1% | 164 |
|
|
2021
Q2 | $710K | Buy |
35,480
+480
| +1% | +$7.69K | 0.16% | 114 |
|
|
2021
Q1 | $467K | Buy |
35,000
+2,200
| +7% | +$29.6K | 0.11% | 138 |
|
|
2020
Q4 | $428K | Hold |
32,800
| – | – | 0.11% | 140 |
|
|
2020
Q3 | $444K | Hold |
32,800
| – | – | 0.14% | 117 |
|
|
2020
Q2 | $312K | Buy |
+32,800
| New | +$265K | 0.11% | 143 |
|
Other funds holding NVDA
VCM
VPM
