Sax Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16.1M Sell
2025
Q2
$13.8M Buy
2025
Q1
$6.48M Buy
2024
Q4
$6.42M Buy
2024
Q3
$5.46M Buy
2024
Q2
$4.8M Buy
2024
Q1
$1.85M Buy
2023
Q4
$682K Sell
2023
Q3
$629K Buy
2023
Q2
$297K Buy
2022
Q3
Sell
2022
Q2
$231K Buy
2022
Q1
$411K Sell
2021
Q4
$501K Buy
2021
Q3
$342K Buy
2021
Q2
$300K Hold
2021
Q1
$200K Buy