TBWA
Three Bridge Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
37,581
+15,151
| +68% | +$2.39M | 1.56% | 17 |
|
|
2025
Q1 | $2.43M | Buy |
22,430
+810
| +4% | +$87.8K | 0.85% | 22 |
|
|
2024
Q4 | $2.9M | Hold |
21,620
| – | – | 1.02% | 20 |
|
|
2024
Q3 | $2.63M | Hold |
21,620
| – | – | 0.97% | 21 |
|
|
2024
Q2 | $2.67M | Buy |
21,620
+19,458
| +900% | +$2.4M | 1.06% | 19 |
|
|
2024
Q1 | $1.95M | Hold |
2,162
| – | – | 0.77% | 28 |
|
|
2023
Q4 | $1.07M | Hold |
2,162
| – | – | 0.37% | 40 |
|
|
2023
Q3 | $940K | Hold |
2,162
| – | – | 0.39% | 43 |
|
|
2023
Q2 | $915K | Hold |
2,162
| – | – | 0.39% | 47 |
|
|
2023
Q1 | $601K | Buy |
2,162
+730
| +51% | +$203K | 0.28% | 54 |
|
|
2022
Q4 | $209K | Buy |
+1,432
| New | +$209K | 0.11% | 80 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$355K | – | 89 |
|
|
2022
Q1 | $355K | Buy |
+1,300
| New | +$355K | 0.1% | 68 |
|