CLA (CliftonLarsonAllen) Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12M	Buy	69,072 +3,769	+6%	+$691K	0.18%	55
2025 Q4	$12.2M	Sell	65,303 -3,808	-6%	-$709K	0.18%	60
2025 Q3	$12.9M	Buy	69,111 +6,233	+10%	+$1.09M	0.2%	57
2025 Q2	$9.93M	Sell	62,878 -15,024	-19%	-$1.89M	0.17%	63
2025 Q1	$8.44M	Buy	77,902 +7,439	+11%	+$943K	0.16%	64
2024 Q4	$9.46M	Buy	70,463 +6,103	+9%	+$841K	0.18%	57
2024 Q3	$7.82M	Buy	64,360 +1,713	+3%	+$202K	0.18%	60
2024 Q2	$7.74M	Buy	+62,647	New	+$6.33M	0.17%	59
2021 Q4	–	Sell	-45,760	Closed	-$948K	–	257
2021 Q3	$948K	Buy	45,760 +760	+2%	+$15.8K	0.04%	152
2021 Q2	$900K	Buy	+45,000	New	+$721K	0.04%	161