PWA
PCG Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
19,461
+804
| +4% | +$127K | 1.57% | 19 |
|
|
2025
Q1 | $2.02M | Buy |
18,657
+619
| +3% | +$67.1K | 0.71% | 47 |
|
|
2024
Q4 | $2.42M | Sell |
18,038
-38
| -0.2% | -$5.1K | 0.89% | 36 |
|
|
2024
Q3 | $2.2M | Buy |
18,076
+1,271
| +8% | +$154K | 0.85% | 38 |
|
|
2024
Q2 | $2.08M | Buy |
16,805
+15,631
| +1,331% | +$1.93M | 0.9% | 37 |
|
|
2024
Q1 | $1.06M | Buy |
1,174
+50
| +4% | +$45.2K | 0.5% | 50 |
|
|
2023
Q4 | $557K | Buy |
1,124
+73
| +7% | +$36.2K | 0.31% | 58 |
|
|
2023
Q3 | $457K | Buy |
1,051
+176
| +20% | +$76.6K | 0.3% | 63 |
|
|
2023
Q2 | $371K | Buy |
875
+10
| +1% | +$4.24K | 0.23% | 74 |
|
|
2023
Q1 | $241K | Buy |
+865
| New | +$241K | 0.15% | 91 |
|
|
2022
Q4 | – | Sell |
-2,432
| Closed | -$297K | – | 140 |
|
|
2022
Q3 | $297K | Buy |
+2,432
| New | +$297K | 0.11% | 101 |
|
|
2022
Q2 | – | Sell |
-1,516
| Closed | -$414K | – | 94 |
|
|
2022
Q1 | $414K | Buy |
1,516
+374
| +33% | +$102K | 0.26% | 56 |
|
|
2021
Q4 | $336K | Buy |
+1,142
| New | +$336K | 0.23% | 61 |
|