NFA
Northwest Financial Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $362K | Sell |
2,291
-26,231
| -92% | -$4.14M | 0.51% | 56 |
|
2025
Q1 | $3.09M | Buy |
28,522
+661
| +2% | +$71.6K | 2.56% | 9 |
|
2024
Q4 | $3.74M | Buy |
27,861
+4
| +0% | +$537 | 3.09% | 7 |
|
2024
Q3 | $3.38M | Sell |
27,857
-922
| -3% | -$112K | 2.69% | 7 |
|
2024
Q2 | $3.56M | Buy |
28,779
+26,538
| +1,184% | +$3.28M | 3.61% | 7 |
|
2024
Q1 | $2.02M | Buy |
2,241
+768
| +52% | +$694K | 2.22% | 8 |
|
2023
Q4 | $729K | Buy |
+1,473
| New | +$729K | 0.62% | 32 |
|