PWA
Primoris Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
25,576
+1,803
| +8% | +$285K | 2.76% | 10 |
|
|
2025
Q1 | $2.58M | Sell |
23,773
-8,985
| -27% | -$974K | 1.99% | 16 |
|
|
2024
Q4 | $4.4M | Sell |
32,758
-2,615
| -7% | -$351K | 3.35% | 8 |
|
|
2024
Q3 | $4.44M | Sell |
35,373
-8,517
| -19% | -$1.07M | 3.22% | 7 |
|
|
2024
Q2 | $5.42M | Buy |
43,890
+39,021
| +801% | +$4.82M | 4.33% | 4 |
|
|
2024
Q1 | $4.4M | Sell |
4,869
-1,770
| -27% | -$1.6M | 3.51% | 5 |
|
|
2023
Q4 | $3.29M | Sell |
6,639
-15
| -0.2% | -$7.43K | 3.1% | 8 |
|
|
2023
Q3 | $2.89M | Sell |
6,654
-225
| -3% | -$97.9K | 3.5% | 8 |
|
|
2023
Q2 | $2.91M | Sell |
6,879
-1,776
| -21% | -$751K | 3.19% | 10 |
|
|
2023
Q1 | $2.4M | Sell |
8,655
-1,067
| -11% | -$296K | 2.96% | 9 |
|
|
2022
Q4 | $1.42M | Sell |
9,722
-8,227
| -46% | -$1.2M | 2.19% | 15 |
|
|
2022
Q3 | $2.18M | Sell |
17,949
-4,082
| -19% | -$495K | 3.88% | 7 |
|
|
2022
Q2 | $3.34M | Sell |
22,031
-1,781
| -7% | -$270K | 4.8% | 4 |
|
|
2022
Q1 | $6.5M | Buy |
23,812
+6,198
| +35% | +$1.69M | 6.06% | 2 |
|
|
2021
Q4 | $5.2M | Buy |
+17,614
| New | +$5.2M | 4.19% | 2 |
|