Pacific Capital Wealth 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 | $989K | Sell |
6,251
-247
| -4% | -$39.1K | 0.18% | 39 |
|
2025
Q1 | $704K | Hold |
6,498
| – | – | 0.12% | 47 |
|
2024
Q4 | $873K | Sell |
6,498
-109
| -2% | -$14.6K | 0.15% | 43 |
|
2024
Q3 | $802K | Buy |
6,607
+360
| +6% | +$43.7K | 0.13% | 46 |
|
2024
Q2 | $772K | Buy |
6,247
+4,217
| +208% | +$521K | 0.14% | 41 |
|
2024
Q1 | $183K | Buy |
2,030
+180
| +10% | +$16.3K | 0.04% | 67 |
|
2023
Q4 | $91.6K | Buy |
+1,850
| New | +$91.6K | 0.02% | 102 |
|
2020
Q4 | – | Sell |
-3,080
| Closed | -$42K | – | 150 |
|
2020
Q3 | $42K | Buy |
+3,080
| New | +$42K | 0.03% | 112 |
|