HWA
HCR Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3M | Buy |
299,374
+8,698
| +3% | +$1.37M | 5.57% | 4 |
|
|
2025
Q1 | $31.5M | Buy |
290,676
+21,779
| +8% | +$2.36M | 4.1% | 5 |
|
|
2024
Q4 | $36.1M | Buy |
268,897
+4,133
| +2% | +$555K | 4.52% | 5 |
|
|
2024
Q3 | $32.2M | Buy |
264,764
+22,612
| +9% | +$2.75M | 4.21% | 5 |
|
|
2024
Q2 | $29.9M | Buy |
242,152
+217,734
| +892% | +$26.9M | 4.28% | 5 |
|
|
2024
Q1 | $22.1M | Buy |
24,418
+4,792
| +24% | +$4.33M | 3.35% | 5 |
|
|
2023
Q4 | $9.72M | Buy |
19,626
+1,249
| +7% | +$619K | 1.54% | 11 |
|
|
2023
Q3 | $7.99M | Buy |
18,377
+188
| +1% | +$81.8K | 1.75% | 9 |
|
|
2023
Q2 | $7.69M | Sell |
18,189
-46
| -0.3% | -$19.5K | 1.43% | 11 |
|
|
2023
Q1 | $5.07M | Sell |
18,235
-53
| -0.3% | -$14.7K | 1% | 16 |
|
|
2022
Q4 | $2.67M | Sell |
18,288
-15
| -0.1% | -$2.19K | 0.56% | 35 |
|
|
2022
Q3 | $2.22M | Buy |
18,303
+22
| +0.1% | +$2.67K | 0.47% | 43 |
|
|
2022
Q2 | $2.77M | Sell |
18,281
-300
| -2% | -$45.5K | 0.56% | 36 |
|
|
2022
Q1 | $5.07M | Sell |
18,581
-361
| -2% | -$98.5K | 0.83% | 21 |
|
|
2021
Q4 | $5.57M | Buy |
18,942
+9,323
| +97% | +$2.74M | 0.86% | 23 |
|
|
2021
Q3 | $1.99M | Buy |
9,619
+8,317
| +639% | +$1.72M | 0.33% | 68 |
|
|
2021
Q2 | $1.04M | Buy |
1,302
+8
| +0.6% | +$6.4K | 0.18% | 97 |
|
|
2021
Q1 | $691K | Sell |
1,294
-2,771
| -68% | -$1.48M | 0.14% | 109 |
|
|
2020
Q4 | $2.12M | Buy |
4,065
+411
| +11% | +$215K | 0.44% | 45 |
|
|
2020
Q3 | $1.96M | Sell |
3,654
-109
| -3% | -$58.6K | 0.45% | 44 |
|
|
2020
Q2 | $1.43M | Buy |
3,763
+39
| +1% | +$14.8K | 0.34% | 52 |
|
|
2020
Q1 | $982K | Buy |
3,724
+47
| +1% | +$12.4K | 0.28% | 64 |
|
|
2019
Q4 | $865K | Sell |
3,677
-337
| -8% | -$79.3K | 0.21% | 78 |
|
|
2019
Q3 | $778K | Buy |
4,014
+1,287
| +47% | +$249K | 0.26% | 71 |
|
|
2019
Q2 | $448K | Buy |
2,727
+1,331
| +95% | +$219K | 0.13% | 104 |
|
|
2019
Q1 | $235K | Sell |
1,396
-1,847
| -57% | -$311K | 0.07% | 153 |
|
|
2018
Q4 | $433K | Sell |
3,243
-140
| -4% | -$18.7K | 0.14% | 106 |
|
|
2018
Q3 | $883K | Buy |
3,383
+29
| +0.9% | +$7.57K | 0.29% | 77 |
|
|
2018
Q2 | $839K | Sell |
3,354
-10
| -0.3% | -$2.5K | 0.28% | 82 |
|
|
2018
Q1 | $779K | Buy |
3,364
+65
| +2% | +$15.1K | 0.27% | 86 |
|
|
2017
Q4 | $638K | Buy |
3,299
+230
| +7% | +$44.5K | 0.22% | 90 |
|
|
2017
Q3 | $549K | Buy |
3,069
+867
| +39% | +$155K | 0.23% | 95 |
|
|
2017
Q2 | $318K | Buy |
2,202
+100
| +5% | +$14.4K | 0.16% | 104 |
|
|
2017
Q1 | $229K | Sell |
2,102
-142
| -6% | -$15.5K | 0.12% | 133 |
|
|
2016
Q4 | $240K | Buy |
+2,244
| New | +$240K | 0.13% | 123 |
|