Ownership history in APPLETON PARTNERS INC/MA · 45 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in NVIDIA CORP COM COMMON STOCK (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 87,714 | -959 | -1.1% | 1.08% | $16.4M | $186.49 |
| 2025 Q3 | ADDED | 88,673 | +3,406 | +4.0% | 1.11% | $16.5M | $186.56 |
| 2025 Q2 | ADDED | 85,267 | +1,232 | +1.5% | 0.95% | $13.5M | $157.96 |
| 2025 Q1 | REDUCED | 84,035 | -2,759 | -3.2% | 0.70% | $9.1M | $108.35 |
| 2024 Q4 | ADDED | 86,794 | +4,365 | +5.3% | 0.86% | $11.7M | $134.25 |
| 2024 Q3 | ADDED | 82,429 | +1,417 | +1.7% | 0.74% | $10.0M | $121.39 |
| 2024 Q2 | ADDED | 81,012 | +76,333 | +1631.4% | 0.77% | $10.0M | $123.48 |
| 2024 Q1 | REDUCED | 4,679 | -397 | -7.8% | 0.33% | $4.2M | $90.31 |
| 2023 Q4 | REDUCED | 5,076 | -385 | -7.0% | 0.20% | $2.5M | $49.49 |
| 2023 Q3 | REDUCED | 5,461 | -194 | -3.4% | 0.21% | $2.4M | $43.47 |
As of 2025 Q4 — sorted by position size