FWA
FSM Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.1M | Buy |
63,851
+5,118
| +9% | +$810K | 1.64% | 18 |
|
2025
Q1 | $6.37M | Buy |
58,733
+7,818
| +15% | +$847K | 1.43% | 20 |
|
2024
Q4 | $6.8M | Buy |
50,915
+3,775
| +8% | +$504K | 1.66% | 19 |
|
2024
Q3 | $5.72M | Buy |
47,140
+6,318
| +15% | +$767K | 1.52% | 20 |
|
2024
Q2 | $5.04M | Buy |
40,822
+36,799
| +915% | +$4.55M | 1.69% | 19 |
|
2024
Q1 | $3.64M | Sell |
4,023
-70
| -2% | -$63.3K | 1.29% | 23 |
|
2023
Q4 | $2.03M | Sell |
4,093
-38
| -0.9% | -$18.8K | 0.86% | 28 |
|
2023
Q3 | $1.8M | Sell |
4,131
-189
| -4% | -$82.2K | 0.9% | 30 |
|
2023
Q2 | $1.83M | Sell |
4,320
-127
| -3% | -$53.9K | 0.92% | 27 |
|
2023
Q1 | $1.24M | Buy |
4,447
+307
| +7% | +$85.3K | 0.72% | 37 |
|
2022
Q4 | $605K | Buy |
4,140
+133
| +3% | +$19.4K | 0.43% | 60 |
|
2022
Q3 | $486K | Buy |
+4,007
| New | +$486K | 0.4% | 67 |
|