RWA
Rooted Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
17,409
+393
| +2% | +$64.8K | 0.99% | 25 |
|
|
2025
Q1 | $1.6M | Buy |
17,016
+795
| +5% | +$75K | 0.69% | 28 |
|
|
2024
Q4 | $2.27M | Sell |
16,221
-555
| -3% | -$77.8K | 0.89% | 26 |
|
|
2024
Q3 | $2.14M | Buy |
16,776
+2,200
| +15% | +$281K | 0.96% | 23 |
|
|
2024
Q2 | $1.77M | Buy |
14,576
+13,129
| +907% | +$1.59M | 0.78% | 30 |
|
|
2024
Q1 | $1.29M | Buy |
1,447
+293
| +25% | +$262K | 0.64% | 34 |
|
|
2023
Q4 | $787K | Sell |
1,154
-109
| -9% | -$74.3K | 0.41% | 41 |
|
|
2023
Q3 | $623K | Sell |
1,263
-345
| -21% | -$170K | 0.38% | 43 |
|
|
2023
Q2 | $680K | Sell |
1,608
-258
| -14% | -$109K | 0.46% | 36 |
|
|
2023
Q1 | $499K | Buy |
1,866
+200
| +12% | +$53.5K | 0.37% | 48 |
|
|
2022
Q4 | $243K | Buy |
+1,666
| New | +$243K | 0.2% | 61 |
|