KFA
Kelleher Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
13,730
+1,081
| +9% | +$171K | 0.75% | 23 |
|
|
2025
Q1 | $1.37M | Sell |
12,649
-49
| -0.4% | -$5.31K | 0.55% | 29 |
|
|
2024
Q4 | $1.71M | Buy |
12,698
+1,355
| +12% | +$182K | 0.64% | 23 |
|
|
2024
Q3 | $1.38M | Sell |
11,343
-1,874
| -14% | -$228K | 0.52% | 26 |
|
|
2024
Q2 | $1.63M | Buy |
13,217
+11,847
| +865% | +$1.46M | 0.67% | 23 |
|
|
2024
Q1 | $1.24M | Buy |
1,370
+60
| +5% | +$54.2K | 0.51% | 29 |
|
|
2023
Q4 | $649K | Buy |
1,310
+3
| +0.2% | +$1.49K | 0.3% | 47 |
|
|
2023
Q3 | $569K | Hold |
1,307
| – | – | 0.29% | 52 |
|
|
2023
Q2 | $553K | Hold |
1,307
| – | – | 0.32% | 58 |
|
|
2023
Q1 | $363K | Buy |
+1,307
| New | +$363K | 0.24% | 75 |
|
|
2022
Q2 | – | Sell |
-1,036
| Closed | -$282K | – | 144 |
|
|
2022
Q1 | $282K | Sell |
1,036
-87
| -8% | -$23.7K | 0.16% | 97 |
|
|
2021
Q4 | $330K | Sell |
1,123
-1,492
| -57% | -$438K | 0.18% | 90 |
|
|
2021
Q3 | $541K | Buy |
2,615
+2,336
| +837% | +$483K | 0.24% | 93 |
|
|
2021
Q2 | $223K | Buy |
+279
| New | +$223K | 0.13% | 111 |
|