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KWB Wealth’s NVIDIA NVDA Stock Holding History

KWB Wealth’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$931K Buy
8,587
+80
+0.9% +$8.67K 0.11% 76
2025
Q1 		$1.14M Buy
8,507
+37
+0.4% +$4.97K 0.14% 71
2024
Q4 		$1.03M Hold
8,470
– – 0.13% 62
2024
Q3 		$1.05M Buy
+8,470
New +$1.05M 0.14% 60