PWA
Phoenix Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
7,143
-55
| -0.8% | -$8.69K | 0.47% | 50 |
|
|
2025
Q1 | $780K | Sell |
7,198
-3,111
| -30% | -$337K | 0.34% | 60 |
|
|
2024
Q4 | $1.38M | Buy |
10,309
+394
| +4% | +$52.9K | 0.6% | 41 |
|
|
2024
Q3 | $1.2M | Sell |
9,915
-122
| -1% | -$14.8K | 0.56% | 45 |
|
|
2024
Q2 | $1.24M | Buy |
10,037
+9,032
| +899% | +$1.12M | 0.62% | 41 |
|
|
2024
Q1 | $908K | Sell |
1,005
-378
| -27% | -$342K | 0.55% | 47 |
|
|
2023
Q4 | $666K | Buy |
1,383
+37
| +3% | +$17.8K | 0.46% | 48 |
|
|
2023
Q3 | $585K | Sell |
1,346
-10
| -0.7% | -$4.35K | 0.34% | 44 |
|
|
2023
Q2 | $574K | Sell |
1,356
-64
| -5% | -$27.1K | 0.33% | 45 |
|
|
2023
Q1 | $394K | Sell |
1,420
-226
| -14% | -$62.8K | 0.24% | 58 |
|
|
2022
Q4 | $241K | Sell |
1,646
-326
| -17% | -$47.6K | 0.14% | 95 |
|
|
2022
Q3 | $239K | Sell |
1,972
-141
| -7% | -$17.1K | 0.24% | 94 |
|
|
2022
Q2 | $320K | Sell |
2,113
-22
| -1% | -$3.33K | 0.32% | 75 |
|
|
2022
Q1 | $521K | Sell |
2,135
-2,042
| -49% | -$498K | 0.54% | 46 |
|
|
2021
Q4 | $1.23M | Sell |
4,177
-389
| -9% | -$114K | 0.93% | 31 |
|
|
2021
Q3 | $946K | Buy |
4,566
+3,451
| +310% | +$715K | 0.71% | 35 |
|
|
2021
Q2 | $923K | Buy |
+1,115
| New | +$923K | 0.67% | 43 |
|