Lifeworks Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Sell
18,176
-7,167
-28% -$1.13M 0.43% 72
2025
Q1
$2.75M Buy
25,343
+494
+2% +$53.5K 0.46% 60
2024
Q4
$3.34M Sell
24,849
-362
-1% -$48.6K 0.6% 52
2024
Q3
$3.06M Buy
25,211
+14,137
+128% +$1.72M 0.6% 52
2024
Q2
$1.37M Sell
11,074
-656
-6% -$81K 0.38% 72
2024
Q1
$1.06M Buy
11,730
+660
+6% +$59.6K 0.3% 85
2023
Q4
$548K Buy
11,070
+4,080
+58% +$202K 0.19% 111
2023
Q3
$304K Sell
6,990
-7,650
-52% -$333K 0.12% 145
2023
Q2
$619K Sell
14,640
-2,080
-12% -$88K 0.26% 94
2023
Q1
$464K Buy
+16,720
New +$464K 0.22% 106
2022
Q3
Sell
-16,400
Closed -$249K 151
2022
Q2
$249K Buy
16,400
+170
+1% +$2.58K 0.16% 115
2022
Q1
$443K Buy
16,230
+1,970
+14% +$53.8K 0.29% 86
2021
Q4
$419K Buy
+14,260
New +$419K 0.33% 86