CPWA
Cerro Pacific Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
91,512
+595
| +0.7% | +$94K | 4.02% | 4 |
|
|
2025
Q1 | $12.2M | Sell |
90,917
-3,133
| -3% | -$421K | 3.97% | 3 |
|
|
2024
Q4 | $11.4M | Sell |
94,050
-976
| -1% | -$119K | 3.78% | 3 |
|
|
2024
Q3 | $11.7M | Hold |
95,026
| – | – | 4.44% | 3 |
|
|
2024
Q2 | $11.7M | Buy |
+95,026
| New | +$11.7M | 4.49% | 3 |
|
|
2023
Q1 | $2.79M | Sell |
10,035
-397
| -4% | -$110K | 1.54% | 14 |
|
|
2022
Q4 | $1.52M | Sell |
10,432
-1,519
| -13% | -$222K | 0.81% | 33 |
|
|
2022
Q3 | $1.45M | Sell |
11,951
-45
| -0.4% | -$5.46K | 0.88% | 28 |
|
|
2022
Q2 | $1.82M | Sell |
11,996
-451
| -4% | -$68.4K | 1.14% | 20 |
|
|
2022
Q1 | $3.4M | Buy |
12,447
+83
| +0.7% | +$22.6K | 2.08% | 11 |
|
|
2021
Q4 | $3.64M | Buy |
12,364
+1,013
| +9% | +$298K | 2.3% | 9 |
|
|
2021
Q3 | $2.35M | Buy |
11,351
+9,007
| +384% | +$1.87M | 1.69% | 12 |
|
|
2021
Q2 | $1.88M | Buy |
+2,344
| New | +$1.88M | 1.39% | 12 |
|
|
2020
Q4 | $834K | Buy |
+1,598
| New | +$834K | 0.5% | 64 |
|