EWA
Encompass Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
13,843
+1,358
| +11% | +$215K | 0.8% | 26 |
|
|
2025
Q1 | $1.35M | Buy |
12,485
+182
| +1% | +$19.7K | 0.55% | 31 |
|
|
2024
Q4 | $1.65M | Sell |
12,303
-7,002
| -36% | -$940K | 0.67% | 28 |
|
|
2024
Q3 | $2.34M | Sell |
19,305
-501
| -3% | -$60.8K | 0.59% | 34 |
|
|
2024
Q2 | $2.45M | Buy |
19,806
+18,545
| +1,471% | +$2.29M | 0.65% | 28 |
|
|
2024
Q1 | $1.14M | Buy |
1,261
+338
| +37% | +$305K | 0.3% | 73 |
|
|
2023
Q4 | $457K | Buy |
923
+100
| +12% | +$49.5K | 0.14% | 134 |
|
|
2023
Q3 | $358K | Buy |
+823
| New | +$358K | 0.12% | 145 |
|