EWA
EP Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294M | Buy |
1,860,996
+407,774
| +28% | +$64.4M | 1.93% | 9 |
|
|
2025
Q1 | $158M | Buy |
1,453,222
+25,243
| +2% | +$2.74M | 1.26% | 18 |
|
|
2024
Q4 | $192M | Sell |
1,427,979
-45,826
| -3% | -$6.15M | 1.56% | 16 |
|
|
2024
Q3 | $179M | Buy |
1,473,805
+107,458
| +8% | +$13M | 1.54% | 12 |
|
|
2024
Q2 | $169M | Buy |
1,366,347
+1,287,596
| +1,635% | +$71.5M | 1.79% | 9 |
|
|
2024
Q1 | $71.2M | Sell |
78,751
-385
| -0.5% | -$348K | 0.83% | 30 |
|
|
2023
Q4 | $39.2M | Buy |
79,136
+2,379
| +3% | +$1.18M | 0.5% | 55 |
|
|
2023
Q3 | $33.4M | Buy |
76,757
+72,205
| +1,586% | +$31.4M | 0.52% | 54 |
|
|
2023
Q2 | $32.5M | Sell |
4,552
-1,232
| -21% | -$8.8M | 0.47% | 54 |
|
|
2023
Q1 | $348K | Sell |
5,784
-48,460
| -89% | -$2.91M | 0.01% | 462 |
|
|
2022
Q4 | $7.93M | Buy |
54,244
+8,766
| +19% | +$1.28M | 0.14% | 100 |
|
|
2022
Q3 | $5.52M | Buy |
45,478
+18,044
| +66% | +$2.19M | 0.13% | 108 |
|
|
2022
Q2 | $4.16M | Buy |
27,434
+3,294
| +14% | +$499K | 0.09% | 126 |
|
|
2022
Q1 | $6.59M | Buy |
24,140
+3,036
| +14% | +$828K | 0.14% | 94 |
|
|
2021
Q4 | $6.21M | Buy |
21,104
+4,210
| +25% | +$1.24M | 0.15% | 88 |
|
|
2021
Q3 | $3.5M | Buy |
16,894
+13,120
| +348% | +$372K | 0.1% | 119 |
|
|
2021
Q2 | $3.02M | Buy |
3,774
+573
| +18% | +$458K | 0.08% | 144 |
|
|
2021
Q1 | $1.71M | Sell |
3,201
-55
| -2% | -$29.4K | 0.05% | 181 |
|
|
2020
Q4 | $1.7M | Buy |
3,256
+245
| +8% | +$128K | 0.06% | 140 |
|
|
2020
Q3 | $1.63M | Sell |
3,011
-80
| -3% | -$43.3K | 0.07% | 125 |
|
|
2020
Q2 | $1.17M | Buy |
3,091
+132
| +4% | +$50.1K | 0.05% | 161 |
|
|
2020
Q1 | $780K | Buy |
2,959
+657
| +29% | +$173K | 0.04% | 204 |
|
|
2019
Q4 | $542K | Buy |
2,302
+1,113
| +94% | +$262K | 0.02% | 270 |
|
|
2019
Q3 | $207K | Buy |
+1,189
| New | +$207K | 0.01% | 339 |
|
|
2018
Q4 | – | Sell |
-1,234
| Closed | -$347K | – | 286 |
|
|
2018
Q3 | $347K | Buy |
+1,234
| New | +$347K | 0.03% | 203 |
|