Palo Alto 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 | $15.5M | Buy |
98,339
+29,317
| +42% | +$4.63M | 5.88% | 5 |
|
|
2025
Q1 | $8.97M | Buy |
69,022
+42,903
| +164% | +$5.57M | 3.5% | 7 |
|
|
2024
Q4 | $3.51M | Buy |
26,119
+6,017
| +30% | +$808K | 1.23% | 13 |
|
|
2024
Q3 | $2.89M | Buy |
20,102
+6,410
| +47% | +$921K | 1.2% | 13 |
|
|
2024
Q2 | $1.69M | Buy |
13,692
+2
| +0% | +$247 | 1.17% | 15 |
|
|
2024
Q1 | $1.24M | Sell |
13,690
-1,300
| -9% | -$117K | 0.87% | 17 |
|
|
2023
Q4 | $742K | Buy |
14,990
+130
| +0.9% | +$6.44K | 0.56% | 22 |
|
|
2023
Q3 | $646K | Sell |
14,860
-3,900
| -21% | -$170K | 0.54% | 19 |
|
|
2023
Q2 | $794K | Sell |
18,760
-2,280
| -11% | -$96.4K | 0.63% | 19 |
|
|
2023
Q1 | $584K | Buy |
21,040
+2,520
| +14% | +$70K | 0.47% | 28 |
|
|
2022
Q4 | $271K | Buy |
+18,520
| New | +$271K | 0.23% | 38 |
|