IWA
IVC Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
24,299
+1,322
| +6% | +$209K | 1.87% | 13 |
|
|
2025
Q1 | $2.49M | Sell |
22,977
-462
| -2% | -$50.1K | 1.34% | 15 |
|
|
2024
Q4 | $3.15M | Sell |
23,439
-2,952
| -11% | -$396K | 1.76% | 11 |
|
|
2024
Q3 | $3.2M | Sell |
26,391
-4,580
| -15% | -$556K | 1.75% | 11 |
|
|
2024
Q2 | $3.83M | Buy |
30,971
+27,803
| +878% | +$3.43M | 2.14% | 7 |
|
|
2024
Q1 | $2.86M | Sell |
3,168
-342
| -10% | -$309K | 1.65% | 11 |
|
|
2023
Q4 | $1.74M | Sell |
3,510
-136
| -4% | -$67.4K | 1.08% | 18 |
|
|
2023
Q3 | $1.59M | Buy |
3,646
+17
| +0.5% | +$7.4K | 1.06% | 19 |
|
|
2023
Q2 | $1.54M | Buy |
3,629
+27
| +0.7% | +$11.4K | 0.97% | 20 |
|
|
2023
Q1 | $1M | Sell |
3,602
-136
| -4% | -$37.8K | 0.71% | 33 |
|
|
2022
Q4 | $546K | Buy |
3,738
+1,496
| +67% | +$219K | 0.4% | 66 |
|
|
2022
Q3 | $272K | Sell |
2,242
-89
| -4% | -$10.8K | 0.22% | 110 |
|
|
2022
Q2 | $353K | Buy |
2,331
+274
| +13% | +$41.5K | 0.27% | 92 |
|
|
2022
Q1 | $561K | Buy |
2,057
+266
| +15% | +$72.5K | 0.37% | 64 |
|
|
2021
Q4 | $527K | Buy |
1,791
+107
| +6% | +$31.5K | 0.34% | 76 |
|
|
2021
Q3 | $349K | Buy |
1,684
+1,248
| +286% | +$259K | 0.24% | 97 |
|
|
2021
Q2 | $349K | Sell |
436
-14
| -3% | -$11.2K | 0.25% | 101 |
|
|
2021
Q1 | $240K | Sell |
450
-15
| -3% | -$8K | 0.19% | 106 |
|
|
2020
Q4 | $243K | Buy |
+465
| New | +$243K | 0.23% | 101 |
|