CWA
Consilio Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
30,104
+1,647
| +6% | +$260K | 1.69% | 11 |
|
|
2025
Q1 | $3.08M | Buy |
28,457
+261
| +0.9% | +$28.3K | 1.29% | 16 |
|
|
2024
Q4 | $3.79M | Buy |
28,196
+591
| +2% | +$79.4K | 1.55% | 14 |
|
|
2024
Q3 | $3.35M | Buy |
27,605
+3,162
| +13% | +$384K | 1.38% | 17 |
|
|
2024
Q2 | $3.02M | Buy |
24,443
+22,082
| +935% | +$2.73M | 1.35% | 16 |
|
|
2024
Q1 | $2.13M | Buy |
2,361
+167
| +8% | +$151K | 1% | 18 |
|
|
2023
Q4 | $1.09M | Buy |
2,194
+533
| +32% | +$264K | 0.55% | 24 |
|
|
2023
Q3 | $723K | Buy |
1,661
+37
| +2% | +$16.1K | 0.42% | 28 |
|
|
2023
Q2 | $687K | Buy |
1,624
+64
| +4% | +$27.1K | 0.38% | 29 |
|
|
2023
Q1 | $433K | Sell |
1,560
-20
| -1% | -$5.56K | 0.25% | 39 |
|
|
2022
Q4 | $231K | Buy |
+1,580
| New | +$231K | 0.15% | 42 |
|