OWA
Octavia Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.1M | Sell |
145,956
-10,238
| -7% | -$1.62M | 2.62% | 11 |
|
2025
Q1 | $16.9M | Sell |
156,194
-1,222
| -0.8% | -$132K | 2.06% | 14 |
|
2024
Q4 | $21.1M | Sell |
157,416
-2,955
| -2% | -$397K | 2.57% | 11 |
|
2024
Q3 | $19.5M | Sell |
160,371
-2,090
| -1% | -$254K | 2.4% | 11 |
|
2024
Q2 | $20.1M | Buy |
162,461
+146,296
| +905% | +$18.1M | 2.73% | 11 |
|
2024
Q1 | $14.6M | Sell |
16,165
-1,014
| -6% | -$916K | 2.16% | 13 |
|
2023
Q4 | $8.51M | Buy |
17,179
+3,373
| +24% | +$1.67M | 1.5% | 21 |
|
2023
Q3 | $6.01M | Sell |
13,806
-573
| -4% | -$249K | 1.22% | 25 |
|
2023
Q2 | $6.08M | Buy |
14,379
+553
| +4% | +$234K | 1.23% | 25 |
|
2023
Q1 | $3.84M | Sell |
13,826
-23
| -0.2% | -$6.39K | 0.86% | 28 |
|
2022
Q4 | $2.02M | Buy |
13,849
+237
| +2% | +$34.6K | 0.5% | 37 |
|
2022
Q3 | $1.65M | Buy |
13,612
+409
| +3% | +$49.6K | 0.45% | 44 |
|
2022
Q2 | $2M | Buy |
13,203
+1,405
| +12% | +$213K | 0.52% | 40 |
|
2022
Q1 | $3.22M | Buy |
11,798
+582
| +5% | +$159K | 0.72% | 29 |
|
2021
Q4 | $3.3M | Sell |
11,216
-268
| -2% | -$78.8K | 0.71% | 30 |
|
2021
Q3 | $2.38M | Buy |
11,484
+8,639
| +304% | +$1.79M | 0.61% | 34 |
|
2021
Q2 | $2.28M | Buy |
2,845
+285
| +11% | +$228K | 0.6% | 37 |
|
2021
Q1 | $1.37M | Buy |
2,560
+10
| +0.4% | +$5.34K | 0.41% | 51 |
|
2020
Q4 | $1.33M | Buy |
+2,550
| New | +$1.33M | 0.43% | 49 |
|