PFWA
Paces Ferry Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
76,392
-1,668
| -2% | -$264K | 5.54% | 5 |
|
|
2025
Q1 | $8.46M | Buy |
78,060
+385
| +0.5% | +$41.7K | 4.21% | 7 |
|
|
2024
Q4 | $10.4M | Sell |
77,675
-1,881
| -2% | -$253K | 5.07% | 6 |
|
|
2024
Q3 | $9.66M | Sell |
79,556
-79
| -0.1% | -$9.59K | 5.56% | 5 |
|
|
2024
Q2 | $9.84M | Buy |
79,635
+71,540
| +884% | +$8.84M | 5.94% | 3 |
|
|
2024
Q1 | $7.31M | Sell |
8,095
-607
| -7% | -$548K | 4.68% | 5 |
|
|
2023
Q4 | $4.31M | Sell |
8,702
-519
| -6% | -$257K | 3% | 8 |
|
|
2023
Q3 | $4.01M | Sell |
9,221
-267
| -3% | -$116K | 3.18% | 6 |
|
|
2023
Q2 | $4.01M | Sell |
9,488
-792
| -8% | -$335K | 3.01% | 8 |
|
|
2023
Q1 | $2.86M | Sell |
10,280
-189
| -2% | -$52.5K | 2.3% | 12 |
|
|
2022
Q4 | $1.53M | Sell |
10,469
-177
| -2% | -$25.9K | 1.49% | 20 |
|
|
2022
Q3 | $1.29M | Buy |
10,646
+70
| +0.7% | +$8.5K | 1.41% | 20 |
|
|
2022
Q2 | $1.6M | Sell |
10,576
-34
| -0.3% | -$5.15K | 1.58% | 18 |
|
|
2022
Q1 | $2.9M | Sell |
10,610
-112
| -1% | -$30.6K | 2.3% | 9 |
|
|
2021
Q4 | $3.15M | Sell |
10,722
-1,396
| -12% | -$411K | 2.26% | 11 |
|
|
2021
Q3 | $2.51M | Buy |
12,118
+9,074
| +298% | +$1.88M | 2% | 13 |
|
|
2021
Q2 | $2.44M | Sell |
3,044
-22
| -0.7% | -$17.6K | 1.86% | 13 |
|
|
2021
Q1 | $1.64M | Sell |
3,066
-5
| -0.2% | -$2.67K | 1.42% | 22 |
|
|
2020
Q4 | $1.6M | Buy |
3,071
+8
| +0.3% | +$4.18K | 1.47% | 20 |
|
|
2020
Q3 | $1.66M | Buy |
+3,063
| New | +$1.66M | 1.44% | 17 |
|