Core Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
9,558
+749
| +9% | +$118K | 0.43% | 23 |
|
|
2025
Q1 | $955K | Buy |
8,809
+998
| +13% | +$108K | 0.3% | 30 |
|
|
2024
Q4 | $1.05M | Buy |
7,811
+46
| +0.6% | +$6.18K | 0.35% | 27 |
|
|
2024
Q3 | $943K | Buy |
7,765
+612
| +9% | +$74.3K | 0.3% | 30 |
|
|
2024
Q2 | $884K | Buy |
7,153
+1,283
| +22% | +$159K | 0.3% | 31 |
|
|
2024
Q1 | $530K | Sell |
5,870
-530
| -8% | -$47.9K | 0.18% | 34 |
|
|
2023
Q4 | $317K | Buy |
6,400
+160
| +3% | +$7.92K | 0.12% | 42 |
|
|
2023
Q3 | $271K | Hold |
6,240
| – | – | 0.11% | 43 |
|
|
2023
Q2 | $264K | Hold |
6,240
| – | – | 0.11% | 43 |
|
|
2023
Q1 | $173K | Hold |
6,240
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $91.2K | Sell |
6,240
-12,710
| -67% | -$186K | 0.04% | 64 |
|
|
2022
Q3 | $230K | Buy |
18,950
+5,640
| +42% | +$68.5K | 0.13% | 34 |
|
|
2022
Q2 | $202K | Buy |
13,310
+1,600
| +14% | +$24.3K | 0.12% | 33 |
|
|
2022
Q1 | $320K | Buy |
11,710
+80
| +0.7% | +$2.19K | 0.18% | 32 |
|
|
2021
Q4 | $342K | Sell |
11,630
-4,000
| -26% | -$118K | 0.2% | 28 |
|
|
2021
Q3 | $324K | Buy |
15,630
+6,390
| +69% | +$132K | 0.21% | 31 |
|
|
2021
Q2 | $185K | Sell |
9,240
-320
| -3% | -$6.41K | 0.12% | 37 |
|
|
2021
Q1 | $128K | Hold |
9,560
| – | – | 0.11% | 35 |
|
|
2020
Q4 | $125K | Hold |
9,560
| – | – | 0.11% | 35 |
|
|
2020
Q3 | $129K | Sell |
9,560
-360
| -4% | -$4.86K | 0.12% | 35 |
|
|
2020
Q2 | $94K | Hold |
9,920
| – | – | 0.08% | 44 |
|
|
2020
Q1 | $65K | Buy |
9,920
+480
| +5% | +$3.15K | 0.05% | 51 |
|
|
2019
Q4 | $56K | Buy |
+9,440
| New | +$56K | 0.03% | 49 |
|