HWA
Hillcrest Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $432K | Sell |
2,733
-41
| -1% | -$6.48K | 0.2% | 35 |
|
2025
Q1 | $301K | Hold |
2,774
| – | – | 0.15% | 41 |
|
2024
Q4 | $373K | Sell |
2,774
-16
| -0.6% | -$2.15K | 0.18% | 40 |
|
2024
Q3 | $339K | Hold |
2,790
| – | – | 0.17% | 38 |
|
2024
Q2 | $345K | Buy |
2,790
+2,459
| +743% | +$304K | 0.19% | 37 |
|
2024
Q1 | $299K | Buy |
+331
| New | +$299K | 0.16% | 41 |
|