KCS Wealth Advisory’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $967K | Hold |
22,220
| – | – | 0.41% | 66 |
|
|
2023
Q2 | $940K | Sell |
22,220
-5,450
| -20% | -$231K | 0.33% | 79 |
|
|
2023
Q1 | $769K | Sell |
27,670
-3,960
| -13% | -$110K | 0.29% | 84 |
|
|
2022
Q4 | $462K | Sell |
31,630
-430
| -1% | -$6.28K | 0.19% | 105 |
|
|
2022
Q3 | $389K | Buy |
32,060
+130
| +0.4% | +$1.58K | 0.18% | 111 |
|
|
2022
Q2 | $484K | Hold |
31,930
| – | – | 0.22% | 102 |
|
|
2022
Q1 | $871K | Sell |
31,930
-700
| -2% | -$19.1K | 0.4% | 80 |
|
|
2021
Q4 | $960K | Sell |
32,630
-1,010
| -3% | -$29.7K | 0.39% | 80 |
|
|
2021
Q3 | $697K | Sell |
33,640
-2,720
| -7% | -$56.4K | 0.33% | 86 |
|
|
2021
Q2 | $727K | Hold |
36,360
| – | – | 0.34% | 89 |
|
|
2021
Q1 | $485K | Buy |
36,360
+2,720
| +8% | +$36.3K | 0.25% | 104 |
|
|
2020
Q4 | $439K | Sell |
33,640
-1,000
| -3% | -$13.1K | 0.29% | 104 |
|
|
2020
Q3 | $469K | Sell |
34,640
-3,640
| -10% | -$49.3K | 0.37% | 91 |
|
|
2020
Q2 | $364K | Hold |
38,280
| – | – | 0.3% | 104 |
|
|
2020
Q1 | $252K | Sell |
38,280
-2,000
| -5% | -$13.2K | 0.26% | 115 |
|
|
2019
Q4 | $237K | Hold |
40,280
| – | – | 0.18% | 139 |
|
|
2019
Q3 | $175K | Buy |
+40,280
| New | +$175K | 0.12% | 158 |
|
|
2018
Q4 | – | Sell |
-41,160
| Closed | -$289K | – | 159 |
|
|
2018
Q3 | $289K | Sell |
41,160
-4,840
| -11% | -$34K | 0.27% | 123 |
|
|
2018
Q2 | $272K | Sell |
46,000
-1,240
| -3% | -$7.33K | 0.25% | 130 |
|
|
2018
Q1 | $274K | Sell |
47,240
-11,080
| -19% | -$64.3K | 0.25% | 131 |
|
|
2017
Q4 | $282K | Buy |
+58,320
| New | +$282K | 0.27% | 124 |
|