PWAG
Polaris Wealth Advisory Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8M | Buy |
18,397
+15,494
| +534% | +$6.74M | 0.61% | 58 |
|
|
2023
Q2 | $1.23M | Sell |
2,903
-7,036
| -71% | -$2.98M | 0.09% | 106 |
|
|
2023
Q1 | $2.76M | Sell |
9,939
-989
| -9% | -$275K | 0.2% | 91 |
|
|
2022
Q4 | $1.75M | Buy |
10,928
+3,094
| +39% | +$495K | 0.13% | 95 |
|
|
2022
Q3 | $914K | Sell |
7,834
-10,144
| -56% | -$1.18M | 0.08% | 99 |
|
|
2022
Q2 | $2.73M | Sell |
17,978
-14,173
| -44% | -$2.15M | 0.22% | 69 |
|
|
2022
Q1 | $7.78M | Sell |
32,151
-15,881
| -33% | -$3.84M | 0.52% | 62 |
|
|
2021
Q4 | $14.1M | Sell |
48,032
-5,315
| -10% | -$1.56M | 0.81% | 41 |
|
|
2021
Q3 | $11.2M | Buy |
53,347
+27,770
| +109% | +$5.85M | 0.67% | 51 |
|
|
2021
Q2 | $20.7M | Sell |
25,577
-999
| -4% | -$808K | 1.23% | 31 |
|
|
2021
Q1 | $15.3M | Buy |
26,576
+16,577
| +166% | +$9.55M | 0.98% | 38 |
|
|
2020
Q4 | $5.31M | Sell |
9,999
-24,087
| -71% | -$12.8M | 0.4% | 76 |
|
|
2020
Q3 | $18.6M | Buy |
34,086
+33,071
| +3,258% | +$18M | 1.75% | 18 |
|
|
2020
Q2 | $387K | Sell |
1,015
-96
| -9% | -$36.6K | 0.03% | 114 |
|
|
2020
Q1 | $293K | Sell |
1,111
-122,021
| -99% | -$32.2M | 0.03% | 103 |
|
|
2019
Q4 | $30.7M | Buy |
123,132
+117,913
| +2,259% | +$29.4M | 2.05% | 14 |
|
|
2019
Q3 | $903K | Buy |
5,219
+3,957
| +314% | +$685K | 0.07% | 99 |
|
|
2019
Q2 | $210K | Sell |
1,262
-157,715
| -99% | -$26.2M | 0.02% | 136 |
|
|
2019
Q1 | $29M | Sell |
158,977
-5,008
| -3% | -$913K | 2.18% | 7 |
|
|
2018
Q4 | $21.9M | Buy |
163,985
+57,182
| +54% | +$7.63M | 2.06% | 19 |
|
|
2018
Q3 | $30M | Sell |
106,803
-22,674
| -18% | -$6.37M | 2.07% | 9 |
|
|
2018
Q2 | $30M | Sell |
129,477
-62
| -0% | -$14.4K | 2.53% | 6 |
|
|
2018
Q1 | $30M | Buy |
129,539
+2,641
| +2% | +$612K | 2.45% | 6 |
|
|
2017
Q4 | $24.6M | Buy |
126,898
+4,200
| +3% | +$813K | 2.02% | 11 |
|
|
2017
Q3 | $21.9M | Sell |
122,698
-51,190
| -29% | -$9.15M | 1.93% | 12 |
|
|
2017
Q2 | $25.1M | Sell |
173,888
-14,748
| -8% | -$2.13M | 2.86% | 7 |
|
|
2017
Q1 | $20.5M | Sell |
188,636
-32,450
| -15% | -$3.53M | 2.24% | 10 |
|
|
2016
Q4 | $23.6M | Sell |
221,086
-99,221
| -31% | -$10.6M | 2.73% | 7 |
|
|
2016
Q3 | $21.9M | Sell |
320,307
-111,696
| -26% | -$7.65M | 2.62% | 7 |
|
|
2016
Q2 | $20.3M | Buy |
+432,003
| New | +$20.3M | 3.15% | 7 |
|