Financial Synergies 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
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $42.8K | Sell |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $81.9K | Buy |
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|
2022
Q4 | $42.8K | Buy |
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|
2022
Q3 | $34.7K | Buy |
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|
2022
Q2 | $28.2K | Buy |
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