NVDA NVIDIA CORP

Ownership history in TrinityPoint Wealth, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in NVIDIA CORP (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.

Peak position
2.62% (2024 Q2)
Avg. % of fund
0.96%
First filed
2019 Q1
Last filed
2024 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 134,077 -2,374 -1.7% 2.53% $18.0M $134.25
2024 Q3 ADDED 136,451 +710 +0.5% 2.38% $16.6M $121.39
2024 Q2 ADDED 135,741 +121,133 +829.2% 2.62% $16.8M $123.48
2024 Q1 ADDED 14,608 +33 +0.2% 2.18% $13.2M $90.31
2023 Q4 REDUCED 14,575 -12 -0.1% 1.31% $7.2M $49.49
2023 Q3 REDUCED 14,587 -957 -6.2% 1.26% $6.3M $43.47
2023 Q2 REDUCED 15,544 -1,198 -7.2% 1.28% $6.6M $42.27
2023 Q1 REDUCED 16,742 -2,179 -11.5% 1.00% $4.7M $27.75
2022 Q4 REDUCED 18,921 -2,817 -13.0% 0.63% $2.8M $14.60
2022 Q3 ADDED 21,738 +1,217 +5.9% 0.60% $2.6M $12.12
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)
← Back to TrinityPoint Wealth, LLC Holdings