CA
CapWealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
7,019
-821
| -10% | -$130K | 0.11% | 63 |
|
|
2025
Q1 | $850K | Buy |
7,840
+642
| +9% | +$69.6K | 0.09% | 64 |
|
|
2024
Q4 | $967K | Buy |
7,198
+98
| +1% | +$13.2K | 0.11% | 60 |
|
|
2024
Q3 | $862K | Sell |
7,100
-290
| -4% | -$35.2K | 0.09% | 64 |
|
|
2024
Q2 | $913K | Buy |
7,390
+6,933
| +1,517% | +$857K | 0.12% | 56 |
|
|
2024
Q1 | $413K | Hold |
457
| – | – | 0.05% | 71 |
|
|
2023
Q4 | $226K | Buy |
+457
| New | +$226K | 0.03% | 95 |
|