AWA
Arete Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7M | Sell |
226,950
-24,382
| -10% | -$3.84M | 2.53% | 2 |
|
|
2025
Q1 | $27.3M | Buy |
251,332
+3,882
| +2% | +$421K | 2.08% | 3 |
|
|
2024
Q4 | $33.3M | Buy |
247,450
+52,482
| +27% | +$7.06M | 2.4% | 5 |
|
|
2024
Q3 | $23.5M | Buy |
+194,968
| New | +$23.5M | 2.02% | 6 |
|
|
2024
Q1 | – | Sell |
-23,453
| Closed | -$11.6M | – | 618 |
|
|
2023
Q4 | $11.6M | Buy |
+23,453
| New | +$11.6M | 0.88% | 21 |
|
|
2023
Q3 | – | Sell |
-22,059
| Closed | -$9.33M | – | 637 |
|
|
2023
Q2 | $9.33M | Sell |
22,059
-4,003
| -15% | -$1.69M | 0.82% | 22 |
|
|
2023
Q1 | $7.24M | Buy |
26,062
+2,009
| +8% | +$558K | 0.59% | 31 |
|
|
2022
Q4 | $3.52B | Buy |
24,053
+4,410
| +22% | +$644M | 0.31% | 69 |
|
|
2022
Q3 | $2.38M | Buy |
19,643
+6,873
| +54% | +$834K | 0.23% | 88 |
|
|
2022
Q2 | $1.93M | Buy |
12,770
+992
| +8% | +$150K | 0.2% | 97 |
|
|
2022
Q1 | $3.21M | Sell |
11,778
-365
| -3% | -$99.6K | 0.27% | 81 |
|
|
2021
Q4 | $3.64M | Buy |
12,143
+914
| +8% | +$274K | 0.31% | 67 |
|
|
2021
Q3 | $2.33M | Buy |
11,229
+8,765
| +356% | +$1.82M | 0.26% | 85 |
|
|
2021
Q2 | $1.34M | Sell |
2,464
-31
| -1% | -$16.9K | 0.19% | 100 |
|
|
2021
Q1 | $1.33M | Buy |
2,495
+248
| +11% | +$132K | 0.17% | 128 |
|
|
2020
Q4 | $1.18M | Sell |
2,247
-222
| -9% | -$116K | 0.17% | 128 |
|
|
2020
Q3 | $1.29M | Sell |
2,469
-1,124
| -31% | -$587K | 0.19% | 124 |
|
|
2020
Q2 | $1.37M | Buy |
3,593
+808
| +29% | +$307K | 0.24% | 107 |
|
|
2020
Q1 | $734K | Sell |
2,785
-75
| -3% | -$19.8K | 0.14% | 155 |
|
|
2019
Q4 | $673K | Sell |
2,860
-71
| -2% | -$16.7K | 0.12% | 197 |
|
|
2019
Q3 | $510K | Buy |
2,931
+394
| +16% | +$68.6K | 0.1% | 215 |
|
|
2019
Q2 | $417K | Buy |
2,537
+433
| +21% | +$71.2K | 0.08% | 246 |
|
|
2019
Q1 | $378K | Buy |
2,104
+321
| +18% | +$57.7K | 0.08% | 254 |
|
|
2018
Q4 | $238K | Sell |
1,783
-1,350
| -43% | -$180K | 0.06% | 305 |
|
|
2018
Q3 | $880K | Sell |
3,133
-2,018
| -39% | -$567K | 0.2% | 126 |
|
|
2018
Q2 | $1.22M | Buy |
5,151
+1,985
| +63% | +$470K | 0.29% | 84 |
|
|
2018
Q1 | $731K | Buy |
3,166
+317
| +11% | +$73.2K | 0.24% | 119 |
|
|
2017
Q4 | $551K | Sell |
2,849
-110
| -4% | -$21.3K | 0.18% | 157 |
|
|
2017
Q3 | $529K | Buy |
2,959
+25
| +0.9% | +$4.47K | 0.21% | 145 |
|
|
2017
Q2 | $424K | Buy |
2,934
+50
| +2% | +$7.23K | 0.19% | 148 |
|
|
2017
Q1 | $314K | Buy |
2,884
+10
| +0.3% | +$1.09K | 0.14% | 149 |
|
|
2016
Q4 | $307K | Buy |
+2,874
| New | +$307K | 0.14% | 129 |
|