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Serenus Wealth Advisors’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$900K Sell
5,694
-119
-2% -$18.8K 0.15% 27
2025
Q1
$630K Sell
5,813
-558
-9% -$60.5K 0.1% 32
2024
Q4
$856K Buy
+6,371
New +$856K 0.15% 24