KPWS
Kestra Private Wealth Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237M | Buy |
1,499,270
+83,635
| +6% | +$13.2M | 3.4% | 1 |
|
|
2025
Q1 | $153M | Buy |
1,415,635
+39,918
| +3% | +$4.33M | 2.56% | 2 |
|
|
2024
Q4 | $185M | Sell |
1,375,717
-46,715
| -3% | -$6.27M | 3.14% | 2 |
|
|
2024
Q3 | $173M | Buy |
1,422,432
+57,899
| +4% | +$7.03M | 3.17% | 2 |
|
|
2024
Q2 | $169M | Buy |
1,364,533
+1,271,973
| +1,374% | +$157M | 3.38% | 2 |
|
|
2024
Q1 | $83.6M | Buy |
92,560
+3,108
| +3% | +$2.81M | 1.89% | 4 |
|
|
2023
Q4 | $44.3M | Buy |
89,452
+10,555
| +13% | +$5.23M | 1.13% | 7 |
|
|
2023
Q3 | $34.3M | Buy |
78,897
+8,066
| +11% | +$3.51M | 1.08% | 7 |
|
|
2023
Q2 | $30M | Sell |
70,831
-1,489
| -2% | -$630K | 1.03% | 8 |
|
|
2023
Q1 | $20.1M | Buy |
72,320
+1,415
| +2% | +$393K | 0.8% | 13 |
|
|
2022
Q4 | $10.4M | Sell |
70,905
-5,451
| -7% | -$797K | 0.53% | 39 |
|
|
2022
Q3 | $9.27M | Buy |
76,356
+1,039
| +1% | +$126K | 0.54% | 35 |
|
|
2022
Q2 | $11.4M | Sell |
75,317
-439
| -0.6% | -$66.5K | 0.65% | 20 |
|
|
2022
Q1 | $20.7M | Buy |
75,756
+4,632
| +7% | +$1.26M | 1.03% | 7 |
|
|
2021
Q4 | $20.9M | Buy |
71,124
+5,536
| +8% | +$1.63M | 1% | 8 |
|
|
2021
Q3 | $13.6M | Buy |
65,588
+50,472
| +334% | +$10.5M | 0.76% | 15 |
|
|
2021
Q2 | $12.1M | Buy |
15,116
+1,563
| +12% | +$1.25M | 0.74% | 17 |
|
|
2021
Q1 | $7.24M | Buy |
13,553
+284
| +2% | +$152K | 0.5% | 35 |
|
|
2020
Q4 | $6.98M | Buy |
13,269
+241
| +2% | +$127K | 0.51% | 34 |
|
|
2020
Q3 | $7.05M | Buy |
+13,028
| New | +$7.05M | 0.61% | 30 |
|