IWA
IBEX Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108M | Buy |
683,338
+22,021
| +3% | +$3.48M | 11.52% | 1 |
|
|
2025
Q1 | $71.7M | Sell |
661,317
-69,514
| -10% | -$7.53M | 9.48% | 1 |
|
|
2024
Q4 | $98.1M | Buy |
730,831
+713,623
| +4,147% | +$95.8M | 11.56% | 1 |
|
|
2024
Q3 | $4.5M | Sell |
17,208
-768,707
| -98% | -$201M | 1.23% | 31 |
|
|
2024
Q2 | $97.1M | Buy |
785,915
+709,134
| +924% | +$87.6M | 15.15% | 1 |
|
|
2024
Q1 | $11.2M | Buy |
76,781
+76,699
| +93,535% | +$11.2M | 3.04% | 5 |
|
|
2023
Q4 | $40.5K | Sell |
82
-82,705
| -100% | -$40.8M | 8.8% | 1 |
|
|
2023
Q3 | $36M | Buy |
+82,787
| New | +$36M | 9.17% | 1 |
|
|
2023
Q1 | $23.5M | Buy |
84,616
+7,835
| +10% | +$2.18M | 6.1% | 1 |
|
|
2022
Q4 | $11.2M | Sell |
76,781
-764
| -1% | -$112K | 2.54% | 5 |
|
|
2022
Q3 | $9.41M | Sell |
77,545
-1,423
| -2% | -$173K | 2.45% | 5 |
|
|
2022
Q2 | $12M | Sell |
78,968
-398
| -0.5% | -$60.3K | 2.76% | 4 |
|
|
2022
Q1 | $21.7M | Sell |
79,366
-12,703
| -14% | -$3.47M | 4.15% | 1 |
|
|
2021
Q4 | $27.1M | Sell |
92,069
-61
| -0.1% | -$17.9K | 4.79% | 1 |
|
|
2021
Q3 | $19.1M | Buy |
92,130
+69,658
| +310% | +$14.4M | 3.68% | 2 |
|
|
2021
Q2 | $18M | Buy |
22,472
+2,436
| +12% | +$1.95M | 3.59% | 2 |
|
|
2021
Q1 | $10.7M | Sell |
20,036
-3,234
| -14% | -$1.73M | 2.64% | 4 |
|
|
2020
Q4 | $12.2M | Buy |
23,270
+2,895
| +14% | +$1.51M | 3.17% | 3 |
|
|
2020
Q3 | $11M | Buy |
20,375
+84
| +0.4% | +$45.5K | 3.2% | 4 |
|
|
2020
Q2 | $7.71M | Buy |
20,291
+254
| +1% | +$96.5K | 2.48% | 5 |
|
|
2020
Q1 | $5.28M | Sell |
20,037
-10,155
| -34% | -$2.68M | 2.06% | 7 |
|
|
2019
Q4 | $7.1M | Buy |
30,192
+667
| +2% | +$157K | 2.18% | 12 |
|
|
2019
Q3 | $5.14M | Buy |
29,525
+9,340
| +46% | +$1.63M | 1.71% | 15 |
|
|
2019
Q2 | $3.32M | Sell |
20,185
-10,955
| -35% | -$1.8M | 0.96% | 34 |
|
|
2019
Q1 | $5.59M | Buy |
31,140
+5,914
| +23% | +$1.06M | 1.96% | 12 |
|
|
2018
Q4 | $3.37M | Sell |
25,226
-2,622
| -9% | -$350K | 1.54% | 21 |
|
|
2018
Q3 | $8.06M | Sell |
27,848
-94
| -0.3% | -$27.2K | 2.88% | 3 |
|
|
2018
Q2 | $6.18M | Hold |
27,942
| – | – | 2.47% | 5 |
|
|
2018
Q1 | $6.18M | Sell |
27,942
-4,296
| -13% | -$950K | 2.51% | 5 |
|
|
2017
Q4 | $7.16M | Sell |
32,238
-760
| -2% | -$169K | 3.17% | 4 |
|
|
2017
Q3 | $6.12M | Sell |
32,998
-1,136
| -3% | -$211K | 2.27% | 5 |
|
|
2017
Q2 | $5.25M | Buy |
34,134
+2,047
| +6% | +$315K | 2.06% | 5 |
|
|
2017
Q1 | $3.21M | Buy |
32,087
+3,540
| +12% | +$354K | 1.98% | 17 |
|
|
2016
Q4 | $2.97M | Buy |
28,547
+1,129
| +4% | +$117K | 1.42% | 22 |
|
|
2016
Q3 | $1.88M | Buy |
+27,418
| New | +$1.88M | 1.03% | 36 |
|