SWA
Strata Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
23,679
+3,355
| +17% | +$530K | 1.03% | 19 |
|
|
2025
Q1 | $2.2M | Sell |
20,324
-2,007
| -9% | -$218K | 0.68% | 22 |
|
|
2024
Q4 | $3M | Buy |
22,331
+2,196
| +11% | +$295K | 0.94% | 18 |
|
|
2024
Q3 | $2.45M | Buy |
20,135
+817
| +4% | +$99.2K | 0.79% | 18 |
|
|
2024
Q2 | $2.39M | Buy |
19,318
+17,726
| +1,113% | +$2.19M | 0.82% | 19 |
|
|
2024
Q1 | $1.44M | Buy |
1,592
+72
| +5% | +$65.1K | 0.51% | 24 |
|
|
2023
Q4 | $753K | Buy |
1,520
+113
| +8% | +$56K | 0.3% | 37 |
|
|
2023
Q3 | $612K | Buy |
+1,407
| New | +$612K | 0.29% | 28 |
|
|
2023
Q1 | $356K | Buy |
+1,283
| New | +$356K | 0.18% | 39 |
|