CWS Financial Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+1,518
New +$240K 0.07% 120
2025
Q1
Sell
-1,766
Closed -$237K 132
2024
Q4
$237K Sell
1,766
-194
-10% -$26.1K 0.08% 115
2024
Q3
$238K Buy
1,960
+157
+9% +$19.1K 0.08% 103
2024
Q2
$223K Buy
+1,803
New +$223K 0.09% 102