FMWA
Forvis Mazars Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1M | Sell |
278,912
-7,263
| -3% | -$1.15M | 0.95% | 19 |
|
|
2025
Q1 | $31M | Sell |
286,175
-20,900
| -7% | -$2.27M | 0.74% | 24 |
|
|
2024
Q4 | $41.2M | Sell |
307,075
-10,751
| -3% | -$1.44M | 0.95% | 21 |
|
|
2024
Q3 | $38.6M | Buy |
317,826
+29
| +0% | +$3.52K | 0.89% | 22 |
|
|
2024
Q2 | $39.3M | Buy |
317,797
+279,024
| +720% | +$34.5M | 0.98% | 20 |
|
|
2024
Q1 | $35M | Buy |
38,773
+11,326
| +41% | +$10.2M | 0.89% | 23 |
|
|
2023
Q4 | $13.6M | Sell |
27,447
-1,499
| -5% | -$742K | 0.38% | 42 |
|
|
2023
Q3 | $12.6M | Sell |
28,946
-4,357
| -13% | -$1.9M | 0.38% | 43 |
|
|
2023
Q2 | $14.1M | Buy |
33,303
+1,227
| +4% | +$519K | 0.41% | 43 |
|
|
2023
Q1 | $8.91M | Sell |
32,076
-209
| -0.6% | -$58.1K | 0.29% | 59 |
|
|
2022
Q4 | $4.72M | Buy |
32,285
+142
| +0.4% | +$20.8K | 0.16% | 87 |
|
|
2022
Q3 | $3.9M | Buy |
32,143
+1,209
| +4% | +$147K | 0.16% | 89 |
|
|
2022
Q2 | $4.69M | Buy |
30,934
+2,665
| +9% | +$404K | 0.19% | 74 |
|
|
2022
Q1 | $7.71M | Buy |
28,269
+1,228
| +5% | +$335K | 0.33% | 38 |
|
|
2021
Q4 | $7.95M | Sell |
27,041
-490
| -2% | -$144K | 0.33% | 36 |
|
|
2021
Q3 | $5.7M | Buy |
27,531
+20,209
| +276% | +$4.19M | 0.26% | 43 |
|
|
2021
Q2 | $5.86M | Sell |
7,322
-184
| -2% | -$147K | 0.27% | 43 |
|
|
2021
Q1 | $4.01M | Sell |
7,506
-1,702
| -18% | -$909K | 0.2% | 53 |
|
|
2020
Q4 | $4.81M | Sell |
9,208
-193
| -2% | -$101K | 0.24% | 49 |
|
|
2020
Q3 | $5.09M | Sell |
9,401
-1,568
| -14% | -$849K | 0.3% | 47 |
|
|
2020
Q2 | $4.17M | Buy |
10,969
+3,677
| +50% | +$1.4M | 0.27% | 48 |
|
|
2020
Q1 | $1.92M | Buy |
7,292
+3,907
| +115% | +$1.03M | 0.16% | 66 |
|
|
2019
Q4 | $797K | Buy |
3,385
+626
| +23% | +$147K | 0.06% | 138 |
|
|
2019
Q3 | $480K | Buy |
2,759
+352
| +15% | +$61.2K | 0.04% | 176 |
|
|
2019
Q2 | $395K | Sell |
2,407
-89
| -4% | -$14.6K | 0.03% | 190 |
|
|
2019
Q1 | $448K | Buy |
2,496
+232
| +10% | +$41.6K | 0.04% | 173 |
|
|
2018
Q4 | $302K | Buy |
+2,264
| New | +$302K | 0.03% | 177 |
|
|
2018
Q3 | – | Sell |
-1,005
| Closed | -$238K | – | 242 |
|
|
2018
Q2 | $238K | Sell |
1,005
-18
| -2% | -$4.26K | 0.02% | 209 |
|
|
2018
Q1 | $237K | Buy |
+1,023
| New | +$237K | 0.02% | 210 |
|