Capital Advisors Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
36,113
+1,364
| +4% | +$215K | 0.9% | 30 |
|
|
2025
Q1 | $3.77M | Sell |
34,749
-19,495
| -36% | -$2.11M | 0.67% | 38 |
|
|
2024
Q4 | $7.28M | Buy |
54,244
+1,269
| +2% | +$170K | 1.3% | 21 |
|
|
2024
Q3 | $6.43M | Sell |
52,975
-1,578
| -3% | -$192K | 1.19% | 22 |
|
|
2024
Q2 | $6.74M | Sell |
54,553
-15,457
| -22% | -$1.91M | 1.33% | 22 |
|
|
2024
Q1 | $6.33M | Buy |
70,010
+120
| +0.2% | +$10.8K | 1.31% | 22 |
|
|
2023
Q4 | $3.46M | Buy |
69,890
+9,550
| +16% | +$473K | 0.79% | 30 |
|
|
2023
Q3 | $2.62M | Buy |
60,340
+6,810
| +13% | +$296K | 0.69% | 31 |
|
|
2023
Q2 | $2.26M | Sell |
53,530
-150
| -0.3% | -$6.35K | 0.58% | 38 |
|
|
2023
Q1 | $1.49M | Buy |
53,680
+880
| +2% | +$24.4K | 0.41% | 47 |
|
|
2022
Q4 | $772K | Buy |
52,800
+9,660
| +22% | +$141K | 0.23% | 55 |
|
|
2022
Q3 | $524K | Sell |
43,140
-3,970
| -8% | -$48.2K | 0.17% | 64 |
|
|
2022
Q2 | $714K | Buy |
47,110
+5,850
| +14% | +$88.7K | 0.23% | 49 |
|
|
2022
Q1 | $1.13M | Buy |
41,260
+12,920
| +46% | +$353K | 0.34% | 49 |
|
|
2021
Q4 | $834K | Buy |
28,340
+2,200
| +8% | +$64.7K | 0.25% | 54 |
|
|
2021
Q3 | $542K | Buy |
26,140
+1,500
| +6% | +$31.1K | 0.19% | 62 |
|
|
2021
Q2 | $493K | Buy |
+24,640
| New | +$493K | 0.18% | 59 |
|