OWA
Outlook Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
69,823
+11,365
| +19% | +$1.8M | 2.84% | 8 |
|
|
2025
Q1 | $6.34M | Buy |
58,458
+164
| +0.3% | +$17.8K | 1.76% | 12 |
|
|
2024
Q4 | $7.83M | Buy |
58,294
+538
| +0.9% | +$72.2K | 2.25% | 9 |
|
|
2024
Q3 | $7.01M | Sell |
57,756
-72
| -0.1% | -$8.74K | 2.01% | 12 |
|
|
2024
Q2 | $7.14M | Buy |
57,828
+51,874
| +871% | +$6.41M | 2.23% | 10 |
|
|
2024
Q1 | $5.38M | Sell |
5,954
-568
| -9% | -$513K | 1.66% | 12 |
|
|
2023
Q4 | $3.23M | Sell |
6,522
-264
| -4% | -$131K | 1.13% | 21 |
|
|
2023
Q3 | $2.95M | Buy |
6,786
+2,161
| +47% | +$940K | 1.13% | 20 |
|
|
2023
Q2 | $1.96M | Sell |
4,625
-56
| -1% | -$23.7K | 0.74% | 30 |
|
|
2023
Q1 | $1.3M | Buy |
4,681
+28
| +0.6% | +$7.78K | 0.58% | 41 |
|
|
2022
Q4 | $680K | Buy |
4,653
+944
| +25% | +$138K | 0.32% | 81 |
|
|
2022
Q3 | $450K | Sell |
3,709
-480
| -11% | -$58.2K | 0.2% | 120 |
|
|
2022
Q2 | $635K | Sell |
4,189
-204
| -5% | -$30.9K | 0.26% | 101 |
|
|
2022
Q1 | $1.2M | Sell |
4,393
-92
| -2% | -$25.1K | 0.4% | 60 |
|
|
2021
Q4 | $1.32M | Sell |
4,485
-55
| -1% | -$16.2K | 0.39% | 56 |
|
|
2021
Q3 | $941K | Buy |
4,540
+3,430
| +309% | +$711K | 0.31% | 80 |
|
|
2021
Q2 | $888K | Buy |
1,110
+54
| +5% | +$43.2K | 0.28% | 88 |
|
|
2021
Q1 | $564K | Buy |
1,056
+63
| +6% | +$33.6K | 0.2% | 129 |
|
|
2020
Q4 | $519K | Sell |
993
-145
| -13% | -$75.8K | 0.19% | 124 |
|
|
2020
Q3 | $616K | Buy |
1,138
+4
| +0.4% | +$2.17K | 0.24% | 91 |
|
|
2020
Q2 | $431K | Sell |
1,134
-39
| -3% | -$14.8K | 0.18% | 118 |
|
|
2020
Q1 | $309K | Sell |
1,173
-3,784
| -76% | -$997K | 0.17% | 119 |
|
|
2019
Q4 | $1.17M | Buy |
+4,957
| New | +$1.17M | 0.66% | 36 |
|