CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.93M | Sell |
62,878
-15,024
| -19% | -$2.37M | 0.17% | 63 |
|
|
2025
Q1 | $8.44M | Buy |
77,902
+7,439
| +11% | +$806K | 0.16% | 64 |
|
|
2024
Q4 | $9.46M | Buy |
70,463
+6,103
| +9% | +$820K | 0.18% | 57 |
|
|
2024
Q3 | $7.82M | Buy |
64,360
+1,713
| +3% | +$208K | 0.18% | 60 |
|
|
2024
Q2 | $7.74M | Buy |
+62,647
| New | +$7.74M | 0.17% | 59 |
|
|
2021
Q4 | – | Sell |
-4,576
| Closed | -$948K | – | 257 |
|
|
2021
Q3 | $948K | Buy |
4,576
+3,451
| +307% | +$715K | 0.04% | 152 |
|
|
2021
Q2 | $900K | Buy |
+1,125
| New | +$900K | 0.04% | 161 |
|