TWA
TCI Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.49M | Buy |
47,428
+3,251
| +7% | +$514K | 0.51% | 28 |
|
2025
Q1 | $4.79M | Sell |
44,177
-6,515
| -13% | -$706K | 0.38% | 34 |
|
2024
Q4 | $6.81M | Sell |
50,692
-1,630
| -3% | -$219K | 0.57% | 25 |
|
2024
Q3 | $6.35M | Buy |
52,322
+3,816
| +8% | +$463K | 0.54% | 27 |
|
2024
Q2 | $5.99M | Buy |
48,506
+44,325
| +1,060% | +$5.48M | 0.57% | 27 |
|
2024
Q1 | $3.78M | Sell |
4,181
-889
| -18% | -$803K | 0.37% | 34 |
|
2023
Q4 | $2.51M | Buy |
5,070
+1,067
| +27% | +$528K | 0.27% | 43 |
|
2023
Q3 | $1.74M | Buy |
4,003
+58
| +1% | +$25.2K | 0.22% | 49 |
|
2023
Q2 | $1.67M | Buy |
3,945
+221
| +6% | +$93.5K | 0.21% | 47 |
|
2023
Q1 | $1.03M | Buy |
3,724
+326
| +10% | +$90.6K | 0.13% | 68 |
|
2022
Q4 | $497K | Buy |
3,398
+362
| +12% | +$52.9K | 0.07% | 100 |
|
2022
Q3 | $369K | Sell |
3,036
-1,136
| -27% | -$138K | 0.06% | 108 |
|
2022
Q2 | $632K | Buy |
4,172
+114
| +3% | +$17.3K | 0.1% | 90 |
|
2022
Q1 | $1.11M | Sell |
4,058
-605
| -13% | -$165K | 0.17% | 59 |
|
2021
Q4 | $1.37M | Buy |
4,663
+171
| +4% | +$50.3K | 0.2% | 50 |
|
2021
Q3 | $931K | Buy |
4,492
+3,581
| +393% | +$742K | 0.14% | 65 |
|
2021
Q2 | $729K | Buy |
911
+24
| +3% | +$19.2K | 0.12% | 74 |
|
2021
Q1 | $474K | Buy |
887
+297
| +50% | +$159K | 0.2% | 90 |
|
2020
Q4 | $308K | Sell |
590
-43
| -7% | -$22.4K | 0.14% | 109 |
|
2020
Q3 | $343K | Sell |
633
-10
| -2% | -$5.42K | 0.14% | 102 |
|
2020
Q2 | $244K | Buy |
643
+33
| +5% | +$12.5K | 0.1% | 122 |
|
2020
Q1 | $161K | Buy |
610
+86
| +16% | +$22.7K | 0.08% | 150 |
|
2019
Q4 | $123K | Buy |
524
+14
| +3% | +$3.29K | 0.05% | 226 |
|
2019
Q3 | $89K | Buy |
510
+19
| +4% | +$3.32K | 0.04% | 228 |
|
2019
Q2 | $81K | Sell |
491
-45
| -8% | -$7.42K | 0.04% | 241 |
|
2019
Q1 | $96K | Sell |
536
-97
| -15% | -$17.4K | 0.04% | 232 |
|
2018
Q4 | $85K | Sell |
633
-46
| -7% | -$6.18K | 0.04% | 234 |
|
2018
Q3 | $191K | Buy |
679
+80
| +13% | +$22.5K | 0.08% | 149 |
|
2018
Q2 | $142K | Buy |
599
+54
| +10% | +$12.8K | 0.06% | 179 |
|
2018
Q1 | $126K | Sell |
545
-107
| -16% | -$24.7K | 0.06% | 191 |
|
2017
Q4 | $126K | Buy |
652
+98
| +18% | +$18.9K | 0.06% | 200 |
|
2017
Q3 | $99K | Buy |
554
+28
| +5% | +$5K | 0.05% | 207 |
|
2017
Q2 | $76K | Buy |
526
+6
| +1% | +$867 | 0.04% | 244 |
|
2017
Q1 | $57K | Buy |
520
+138
| +36% | +$15.1K | 0.03% | 285 |
|
2016
Q4 | $41K | Sell |
382
-58
| -13% | -$6.23K | 0.02% | 357 |
|
2016
Q3 | $30K | Hold |
440
| – | – | 0.02% | 369 |
|
2016
Q2 | $21K | Hold |
440
| – | – | 0.01% | 434 |
|
2016
Q1 | $16K | Hold |
440
| – | – | 0.01% | 485 |
|
2015
Q4 | $15K | Hold |
440
| – | – | 0.01% | 488 |
|
2015
Q3 | $11K | Sell |
440
-900
| -67% | -$22.5K | 0.01% | 494 |
|
2015
Q2 | $27K | Sell |
1,340
-240
| -15% | -$4.84K | 0.02% | 352 |
|
2015
Q1 | $33K | Hold |
1,580
| – | – | 0.02% | 281 |
|
2014
Q4 | $32K | Hold |
1,580
| – | – | 0.02% | 294 |
|
2014
Q3 | $29K | Sell |
1,580
-292
| -16% | -$5.36K | 0.02% | 291 |
|
2014
Q2 | $35K | Hold |
1,872
| – | – | 0.02% | 277 |
|
2014
Q1 | $34K | Sell |
1,872
-200
| -10% | -$3.63K | 0.02% | 265 |
|
2013
Q4 | $33K | Buy |
2,072
+200
| +11% | +$3.19K | 0.02% | 288 |
|
2013
Q3 | $29K | Hold |
1,872
| – | – | 0.02% | 250 |
|
2013
Q2 | $26K | Buy |
+1,872
| New | +$26K | 0.02% | 277 |
|