KWA
Kingswood Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8M | Sell |
270,605
-21,478
| -7% | -$3.39M | 3.38% | 3 |
|
|
2025
Q1 | $31.7M | Sell |
292,083
-63,128
| -18% | -$6.85M | 2.9% | 2 |
|
|
2024
Q4 | $47.7M | Sell |
355,211
-101,519
| -22% | -$13.6M | 3.58% | 2 |
|
|
2024
Q3 | $55.5M | Sell |
456,730
-31,278
| -6% | -$3.8M | 3.96% | 2 |
|
|
2024
Q2 | $60.3M | Buy |
488,008
+455,087
| +1,382% | +$56.2M | 5.43% | 2 |
|
|
2024
Q1 | $29.7M | Sell |
32,921
-5,975
| -15% | -$5.4M | 3.43% | 3 |
|
|
2023
Q4 | $19.3M | Buy |
38,896
+20,625
| +113% | +$10.2M | 2.18% | 5 |
|
|
2023
Q3 | $15.8M | Buy |
18,271
+2,569
| +16% | +$2.23M | 2.71% | 4 |
|
|
2023
Q2 | $6.64M | Buy |
+15,702
| New | +$6.64M | 2.12% | 6 |
|