EWA
EverSource Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
232,778
+30,776
| +15% | +$4.86M | 1.66% | 5 |
|
|
2025
Q1 | $21.9M | Buy |
202,002
+26,367
| +15% | +$2.86M | 1.2% | 15 |
|
|
2024
Q4 | $23.6M | Buy |
175,635
+9,935
| +6% | +$1.33M | 1.33% | 11 |
|
|
2024
Q3 | $20.1M | Buy |
165,700
+3,603
| +2% | +$438K | 1.27% | 13 |
|
|
2024
Q2 | $19M | Buy |
162,097
+147,908
| +1,042% | +$17.3M | 1.26% | 13 |
|
|
2024
Q1 | $12.3M | Buy |
14,189
+1,785
| +14% | +$1.54M | 0.96% | 23 |
|
|
2023
Q4 | $6.14M | Buy |
12,404
+1,060
| +9% | +$525K | 0.56% | 43 |
|
|
2023
Q3 | $4.93M | Buy |
11,344
+247
| +2% | +$107K | 0.52% | 46 |
|
|
2023
Q2 | $4.69M | Buy |
11,097
+1,073
| +11% | +$454K | 0.52% | 45 |
|
|
2023
Q1 | $2.78M | Buy |
10,024
+4,682
| +88% | +$1.3M | 0.35% | 75 |
|
|
2022
Q4 | $781K | Sell |
5,342
-1,693
| -24% | -$247K | 0.12% | 141 |
|
|
2022
Q3 | $854K | Buy |
7,035
+3,815
| +118% | +$463K | 0.2% | 100 |
|
|
2022
Q2 | $489K | Buy |
3,220
+1,560
| +94% | +$237K | 0.13% | 150 |
|
|
2022
Q1 | $453K | Buy |
1,660
+210
| +14% | +$57.3K | 0.11% | 163 |
|
|
2021
Q4 | $427K | Buy |
+1,450
| New | +$427K | 0.12% | 135 |
|