AWA
Amplius Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.31M | Buy |
20,936
+2,857
| +16% | +$451K | 0.31% | 48 |
|
2025
Q1 | $1.96M | Buy |
18,079
+494
| +3% | +$53.5K | 0.2% | 54 |
|
2024
Q4 | $2.36M | Buy |
17,585
+223
| +1% | +$29.9K | 0.24% | 46 |
|
2024
Q3 | $2.11M | Sell |
17,362
-479
| -3% | -$58.2K | 0.23% | 51 |
|
2024
Q2 | $2.2M | Buy |
17,841
+16,088
| +918% | +$1.99M | 0.25% | 50 |
|
2024
Q1 | $1.58M | Sell |
1,753
-90
| -5% | -$81.3K | 0.18% | 59 |
|
2023
Q4 | $913K | Sell |
1,843
-18
| -1% | -$8.91K | 0.11% | 67 |
|
2023
Q3 | $810K | Sell |
1,861
-8
| -0.4% | -$3.48K | 0.11% | 73 |
|
2023
Q2 | $791K | Sell |
1,869
-466
| -20% | -$197K | 0.11% | 75 |
|
2023
Q1 | $649K | Buy |
2,335
+77
| +3% | +$21.4K | 0.09% | 82 |
|
2022
Q4 | $330K | Buy |
2,258
+79
| +4% | +$11.5K | 0.05% | 115 |
|
2022
Q3 | $265K | Buy |
2,179
+117
| +6% | +$14.2K | 0.05% | 128 |
|
2022
Q2 | $312K | Sell |
2,062
-518
| -20% | -$78.4K | 0.05% | 130 |
|
2022
Q1 | $703K | Buy |
2,580
+61
| +2% | +$16.6K | 0.11% | 80 |
|
2021
Q4 | $740K | Buy |
+2,519
| New | +$740K | 0.1% | 77 |
|