EWA
Exencial Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Buy |
266,728
+8,937
| +3% | +$1.41M | 1.48% | 11 |
|
|
2025
Q1 | $31.3M | Buy |
257,791
+78,046
| +43% | +$9.47M | 1.16% | 16 |
|
|
2024
Q4 | $24.1M | Sell |
179,745
-50,569
| -22% | -$6.79M | 0.88% | 20 |
|
|
2024
Q3 | $28M | Sell |
230,314
-9,795
| -4% | -$1.19M | 1% | 19 |
|
|
2024
Q2 | $29.7M | Buy |
240,109
+216,264
| +907% | +$26.7M | 1.11% | 15 |
|
|
2024
Q1 | $21.5M | Buy |
23,845
+15,888
| +200% | +$14.4M | 0.8% | 26 |
|
|
2023
Q4 | $3.94M | Buy |
7,957
+1,162
| +17% | +$575K | 0.16% | 139 |
|
|
2023
Q3 | $2.96M | Buy |
6,795
+702
| +12% | +$305K | 0.14% | 148 |
|
|
2023
Q2 | $2.58M | Sell |
6,093
-397
| -6% | -$168K | 0.12% | 162 |
|
|
2023
Q1 | $1.8M | Buy |
6,490
+397
| +7% | +$110K | 0.09% | 174 |
|
|
2022
Q4 | $890K | Buy |
6,093
+795
| +15% | +$116K | 0.05% | 224 |
|
|
2022
Q3 | $643K | Sell |
5,298
-1,055
| -17% | -$128K | 0.04% | 243 |
|
|
2022
Q2 | $963K | Buy |
6,353
+736
| +13% | +$112K | 0.05% | 213 |
|
|
2022
Q1 | $1.53M | Sell |
5,617
-8
| -0.1% | -$2.18K | 0.08% | 201 |
|
|
2021
Q4 | $1.65M | Buy |
5,625
+888
| +19% | +$261K | 0.08% | 194 |
|
|
2021
Q3 | $981K | Buy |
4,737
+2,488
| +111% | +$515K | 0.04% | 191 |
|
|
2021
Q2 | $1.8M | Buy |
2,249
+200
| +10% | +$160K | 0.1% | 185 |
|
|
2021
Q1 | $1.09M | Sell |
2,049
-188
| -8% | -$100K | 0.06% | 209 |
|
|
2020
Q4 | $1.17M | Sell |
2,237
-332
| -13% | -$173K | 0.08% | 186 |
|
|
2020
Q3 | $1.39M | Buy |
2,569
+665
| +35% | +$360K | 0.07% | 182 |
|
|
2020
Q2 | $723K | Buy |
1,904
+535
| +39% | +$203K | 0.06% | 196 |
|
|
2020
Q1 | $361K | Buy |
+1,369
| New | +$361K | 0.06% | 174 |
|