Phoenix Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
2025
Q1
$780K Sell
2024
Q4
$1.38M Buy
2024
Q3
$1.2M Sell
2024
Q2
$1.24M Sell
2024
Q1
$908K Sell
2023
Q4
$666K Buy
2023
Q3
$585K Sell
2023
Q2
$574K Sell
2023
Q1
$394K Sell
2022
Q4
$241K Sell
2022
Q3
$239K Sell
2022
Q2
$320K Sell
2022
Q1
$521K Sell
2021
Q4
$1.23M Sell
2021
Q3
$946K Buy
2021
Q2
$923K Buy