TFA
Trinity Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
47,014
+21,570
| +85% | +$3.41M | 2.27% | 15 |
|
|
2025
Q1 | $2.59M | Sell |
25,444
-13
| -0.1% | -$1.32K | 0.93% | 22 |
|
|
2024
Q4 | $3.52M | Buy |
25,457
+2,074
| +9% | +$287K | 1.34% | 20 |
|
|
2024
Q3 | $1.89M | Buy |
23,383
+466
| +2% | +$37.6K | 0.84% | 21 |
|
|
2024
Q2 | $2.83M | Buy |
22,917
+20,936
| +1,057% | +$2.59M | 1.27% | 17 |
|
|
2024
Q1 | $1.79M | Sell |
1,981
-300
| -13% | -$271K | 0.81% | 20 |
|
|
2023
Q4 | $1.13M | Buy |
2,281
+880
| +63% | +$436K | 0.55% | 25 |
|
|
2023
Q3 | $609K | Sell |
1,401
-999
| -42% | -$435K | 0.32% | 27 |
|
|
2023
Q2 | $1.02M | Buy |
2,400
+188
| +8% | +$79.5K | 0.55% | 22 |
|
|
2023
Q1 | $615K | Buy |
+2,212
| New | +$615K | 0.38% | 26 |
|
|
2022
Q4 | – | Sell |
-1,827
| Closed | -$222K | – | 66 |
|
|
2022
Q3 | $222K | Buy |
+1,827
| New | +$222K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-1,616
| Closed | -$441K | – | 48 |
|
|
2022
Q1 | $441K | Sell |
1,616
-200
| -11% | -$54.6K | 0.28% | 36 |
|
|
2021
Q4 | $534K | Buy |
1,816
+210
| +13% | +$61.8K | 0.32% | 26 |
|
|
2021
Q3 | $333K | Buy |
1,606
+922
| +135% | +$191K | 0.22% | 37 |
|
|
2021
Q2 | $547K | Buy |
684
+10
| +1% | +$8K | 0.38% | 21 |
|
|
2021
Q1 | $360K | Buy |
674
+100
| +17% | +$53.4K | 0.28% | 33 |
|
|
2020
Q4 | $300K | Buy |
+574
| New | +$300K | 0.27% | 43 |
|