Exencial Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.1M Buy
2025
Q1
$31.3M Buy
2024
Q4
$24.1M Sell
2024
Q3
$28M Sell
2024
Q2
$29.7M Buy
2024
Q1
$21.5M Buy
2023
Q4
$3.94M Buy
2023
Q3
$2.96M Buy
2023
Q2
$2.58M Sell
2023
Q1
$1.8M Buy
2022
Q4
$890K Buy
2022
Q3
$643K Sell
2022
Q2
$963K Buy
2022
Q1
$1.53M Sell
2021
Q4
$1.65M Buy
2021
Q3
$981K Sell
2021
Q2
$1.8M Buy
2021
Q1
$1.09M Sell
2020
Q4
$1.17M Sell
2020
Q3
$1.39M Buy
2020
Q2
$723K Buy
2020
Q1
$361K Buy