RFWA
RPg Family Wealth Advisory’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Sell |
56,052
-16,361
| -23% | -$2.59M | 2.36% | 7 |
|
|
2025
Q1 | $7.85M | Buy |
72,413
+143
| +0.2% | +$15.5K | 2.23% | 15 |
|
|
2024
Q4 | $9.71M | Buy |
72,270
+2,946
| +4% | +$396K | 3.43% | 7 |
|
|
2024
Q3 | $8.42M | Sell |
69,324
-1,447
| -2% | -$176K | 2.72% | 10 |
|
|
2024
Q2 | $8.74M | Buy |
70,771
+64,323
| +998% | +$7.95M | 2.88% | 4 |
|
|
2024
Q1 | $5.83M | Buy |
6,448
+285
| +5% | +$258K | 1.85% | 22 |
|
|
2023
Q4 | $3.05M | Buy |
6,163
+246
| +4% | +$122K | 1.13% | 33 |
|
|
2023
Q3 | $2.57M | Sell |
5,917
-13
| -0.2% | -$5.66K | 1.06% | 38 |
|
|
2023
Q2 | $2.51M | Buy |
5,930
+5,158
| +668% | +$2.18M | 1% | 39 |
|
|
2023
Q1 | $214K | Buy |
+772
| New | +$214K | 0.12% | 91 |
|
|
2022
Q4 | – | Sell |
-28,100
| Closed | -$4.24M | – | 91 |
|
|
2022
Q3 | $4.24M | Buy |
28,100
+9,155
| +48% | +$1.38M | 2.23% | 14 |
|
|
2022
Q2 | $2.87M | Sell |
18,945
-16,299
| -46% | -$2.47M | 1.71% | 24 |
|
|
2022
Q1 | $9.62M | Sell |
35,244
-5,096
| -13% | -$1.39M | 4.1% | 2 |
|
|
2021
Q4 | $11.9M | Sell |
40,340
-582
| -1% | -$171K | 4.69% | 2 |
|
|
2021
Q3 | $8.48M | Buy |
40,922
+30,856
| +307% | +$6.39M | 3.57% | 4 |
|
|
2021
Q2 | $8.06M | Buy |
+10,066
| New | +$8.06M | 3.26% | 5 |
|
|
2020
Q4 | $5.17M | Sell |
9,898
-1,586
| -14% | -$828K | 2.44% | 11 |
|
|
2020
Q3 | $6.22M | Sell |
11,484
-4,858
| -30% | -$2.63M | 3.26% | 5 |
|
|
2020
Q2 | $6.21M | Sell |
16,342
-120
| -0.7% | -$45.6K | 3.79% | 4 |
|
|
2020
Q1 | $4.34M | Sell |
16,462
-8,606
| -34% | -$2.27M | 3.37% | 7 |
|
|
2019
Q4 | $5.9M | Sell |
25,068
-515
| -2% | -$121K | 3.39% | 4 |
|
|
2019
Q3 | $4.45M | Sell |
25,583
-847
| -3% | -$147K | 2.7% | 9 |
|
|
2019
Q2 | $4.34M | Sell |
26,430
-29
| -0.1% | -$4.76K | 2.58% | 12 |
|
|
2019
Q1 | $4.75M | Sell |
26,459
-110
| -0.4% | -$19.8K | 2.81% | 9 |
|
|
2018
Q4 | $3.55M | Buy |
26,569
+26,380
| +13,958% | +$3.52M | 3.45% | 12 |
|
|
2018
Q3 | $53.1K | Hold |
189
| – | – | 0.04% | 106 |
|
|
2018
Q2 | $44.8K | Hold |
189
| – | – | 0.03% | 119 |
|
|
2018
Q1 | $43.8K | Hold |
189
| – | – | 0.04% | 131 |
|
|
2017
Q4 | $36.6K | Sell |
189
-178
| -49% | -$34.4K | 0.03% | 159 |
|
|
2017
Q3 | $65.6K | Hold |
367
| – | – | 0.05% | 113 |
|
|
2017
Q2 | $53.1K | Buy |
367
+124
| +51% | +$17.9K | 0.05% | 144 |
|
|
2017
Q1 | $26.5K | Buy |
+243
| New | +$26.5K | 0.02% | 192 |
|