HNWA
Henrickson Nauta Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $728K | Buy |
4,610
+675
| +17% | +$107K | 0.25% | 38 |
|
2025
Q1 | $423K | Sell |
3,935
-101
| -3% | -$10.9K | 0.17% | 45 |
|
2024
Q4 | $542K | Buy |
4,036
+1,035
| +34% | +$139K | 0.22% | 42 |
|
2024
Q3 | $365K | Sell |
3,001
-2,155
| -42% | -$262K | 0.14% | 55 |
|
2024
Q2 | $637K | Buy |
5,156
+4,387
| +570% | +$542K | 0.27% | 36 |
|
2024
Q1 | $669K | Buy |
769
+33
| +4% | +$28.7K | 0.3% | 33 |
|
2023
Q4 | $365K | Buy |
736
+67
| +10% | +$33.2K | 0.18% | 51 |
|
2023
Q3 | $291K | Sell |
669
-250
| -27% | -$109K | 0.18% | 45 |
|
2023
Q2 | $389K | Hold |
919
| – | – | 0.26% | 35 |
|
2023
Q1 | $255K | Buy |
+919
| New | +$255K | 0.18% | 47 |
|
2022
Q2 | – | Sell |
-893
| Closed | -$244K | – | 49 |
|
2022
Q1 | $244K | Buy |
893
+4
| +0.4% | +$1.09K | 0.2% | 35 |
|
2021
Q4 | $208K | Buy |
+889
| New | +$208K | 0.17% | 44 |
|