BHWA
Beacon Harbor Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-74,903
| Closed | -$10.1M | – | 90 |
|
|
2024
Q4 | $10.1M | Sell |
74,903
-852
| -1% | -$114K | 2.34% | 9 |
|
|
2024
Q3 | $9.2M | Sell |
75,755
-4,354
| -5% | -$529K | 2.19% | 10 |
|
|
2024
Q2 | $9.9M | Buy |
80,109
+71,888
| +874% | +$8.88M | 2.58% | 9 |
|
|
2024
Q1 | $7.43M | Sell |
8,221
-4,767
| -37% | -$4.31M | 1.97% | 11 |
|
|
2023
Q4 | $6.43M | Sell |
12,988
-1,281
| -9% | -$634K | 1.87% | 14 |
|
|
2023
Q3 | $6.21M | Sell |
14,269
-1,018
| -7% | -$443K | 2.07% | 11 |
|
|
2023
Q2 | $6.47M | Buy |
+15,287
| New | +$6.47M | 2.12% | 9 |
|
|
2020
Q4 | – | Sell |
-7,355
| Closed | -$3.98M | – | 76 |
|
|
2020
Q3 | $3.98M | Buy |
+7,355
| New | +$3.98M | 1.94% | 11 |
|