BWA
Beam Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
66,125
-11,169
| -14% | -$1.76M | 3.11% | 5 |
|
|
2025
Q1 | $8.38M | Sell |
77,294
-11,067
| -13% | -$1.2M | 2.83% | 5 |
|
|
2024
Q4 | $11.9M | Sell |
88,361
-43,711
| -33% | -$5.87M | 3.75% | 5 |
|
|
2024
Q3 | $16M | Buy |
132,072
+1,957
| +2% | +$238K | 4.86% | 4 |
|
|
2024
Q2 | $16.1M | Buy |
130,115
+128,870
| +10,351% | +$15.9M | 5.35% | 4 |
|
|
2024
Q1 | $1.12M | Buy |
1,245
+540
| +77% | +$488K | 0.68% | 37 |
|
|
2023
Q4 | $349K | Buy |
705
+40
| +6% | +$19.8K | 0.22% | 71 |
|
|
2023
Q3 | $289K | Buy |
665
+11
| +2% | +$4.78K | 0.21% | 79 |
|
|
2023
Q2 | $277K | Buy |
+654
| New | +$277K | 0.19% | 82 |
|
|
2020
Q4 | – | Sell |
-528
| Closed | -$286K | – | 138 |
|
|
2020
Q3 | $286K | Sell |
528
-7
| -1% | -$3.79K | 0.27% | 98 |
|
|
2020
Q2 | $211K | Buy |
+535
| New | +$211K | 0.21% | 120 |
|