TWA
Tandem Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Buy |
6,657
+1,082
| +19% | +$171K | 0.52% | 19 |
|
2025
Q1 | $604K | Sell |
5,575
-195
| -3% | -$21.1K | 0.32% | 27 |
|
2024
Q4 | $775K | Buy |
5,770
+655
| +13% | +$88K | 0.4% | 24 |
|
2024
Q3 | $621K | Sell |
5,115
-345
| -6% | -$41.9K | 0.31% | 22 |
|
2024
Q2 | $675K | Buy |
5,460
+4,895
| +866% | +$605K | 0.36% | 21 |
|
2024
Q1 | $511K | Sell |
565
-88
| -13% | -$79.5K | 0.28% | 23 |
|
2023
Q4 | $323K | Hold |
653
| – | – | 0.19% | 35 |
|
2023
Q3 | $284K | Buy |
653
+7
| +1% | +$3.05K | 0.17% | 36 |
|
2023
Q2 | $273K | Sell |
646
-824
| -56% | -$349K | 0.17% | 36 |
|
2023
Q1 | $408K | Sell |
1,470
-11
| -0.7% | -$3.06K | 0.25% | 24 |
|
2022
Q4 | $216K | Buy |
+1,481
| New | +$216K | 0.14% | 46 |
|