RWA
Roberts Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
13,451
+130
| +1% | +$20.5K | 0.61% | 52 |
|
|
2025
Q1 | $1.44M | Sell |
13,321
-325
| -2% | -$35.2K | 0.45% | 61 |
|
|
2024
Q4 | $1.86M | Buy |
13,646
+990
| +8% | +$135K | 0.56% | 53 |
|
|
2024
Q3 | $1.68M | Buy |
12,656
+3,876
| +44% | +$515K | 0.54% | 54 |
|
|
2024
Q2 | $1.15M | Buy |
8,780
+7,781
| +779% | +$1.02M | 0.39% | 59 |
|
|
2024
Q1 | $859K | Buy |
+999
| New | +$859K | 0.32% | 64 |
|
|
2023
Q4 | – | Sell |
-688
| Closed | -$317K | – | 74 |
|
|
2023
Q3 | $317K | Buy |
688
+73
| +12% | +$33.6K | 0.14% | 77 |
|
|
2023
Q2 | $260K | Sell |
615
-1,545
| -72% | -$654K | 0.11% | 78 |
|
|
2023
Q1 | $593K | Buy |
+2,160
| New | +$593K | 0.27% | 67 |
|
|
2022
Q2 | – | Sell |
-760
| Closed | -$203K | – | 88 |
|
|
2022
Q1 | $203K | Hold |
760
| – | – | 0.08% | 91 |
|
|
2021
Q4 | $229K | Buy |
+760
| New | +$229K | 0.08% | 94 |
|