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