AWA
Aletheian Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.88M | Sell |
24,553
-1,336
| -5% | -$211K | 1.91% | 12 |
|
2025
Q1 | $2.81M | Buy |
25,889
+2,127
| +9% | +$231K | 1.58% | 16 |
|
2024
Q4 | $3.19M | Buy |
23,762
+2,626
| +12% | +$353K | 1.89% | 11 |
|
2024
Q3 | $2.57M | Sell |
21,136
-25,370
| -55% | -$3.08M | 1.5% | 15 |
|
2024
Q2 | $5.75M | Buy |
46,506
+41,345
| +801% | +$5.11M | 3.03% | 9 |
|
2024
Q1 | $4.66M | Buy |
5,161
+1,315
| +34% | +$1.19M | 2.53% | 9 |
|
2023
Q4 | $1.9M | Sell |
3,846
-249
| -6% | -$123K | 1.26% | 19 |
|
2023
Q3 | $1.78M | Sell |
4,095
-243
| -6% | -$106K | 1.37% | 14 |
|
2023
Q2 | $1.84M | Buy |
4,338
+2,572
| +146% | +$1.09M | 1.26% | 16 |
|
2023
Q1 | $491K | Buy |
1,766
+16
| +0.9% | +$4.44K | 0.43% | 41 |
|
2022
Q4 | $256K | Buy |
+1,750
| New | +$256K | 0.22% | 70 |
|
2022
Q3 | – | Sell |
-1,834
| Closed | -$278K | – | 54 |
|
2022
Q2 | $278K | Buy |
1,834
+249
| +16% | +$37.7K | 0.28% | 47 |
|
2022
Q1 | $432K | Buy |
1,585
+611
| +63% | +$167K | 0.41% | 41 |
|
2021
Q4 | $286K | Buy |
+974
| New | +$286K | 0.28% | 42 |
|