TA
TruWealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
43,736
+4,846
| +12% | +$766K | 0.38% | 55 |
|
|
2025
Q1 | $4.21M | Sell |
38,890
-640
| -2% | -$69.4K | 0.25% | 59 |
|
|
2024
Q4 | $5.31M | Buy |
39,530
+445
| +1% | +$59.8K | 0.32% | 54 |
|
|
2024
Q3 | $4.75M | Buy |
39,085
+950
| +2% | +$115K | 0.29% | 54 |
|
|
2024
Q2 | $4.71M | Buy |
38,135
+34,482
| +944% | +$4.26M | 0.31% | 53 |
|
|
2024
Q1 | $3.3M | Sell |
3,653
-54
| -1% | -$48.8K | 0.23% | 59 |
|
|
2023
Q4 | $1.84M | Buy |
3,707
+146
| +4% | +$72.3K | 0.14% | 62 |
|
|
2023
Q3 | $1.55M | Buy |
3,561
+370
| +12% | +$161K | 0.13% | 69 |
|
|
2023
Q2 | $1.35M | Buy |
3,191
+279
| +10% | +$118K | 0.12% | 73 |
|
|
2023
Q1 | $809K | Buy |
2,912
+335
| +13% | +$93K | 0.07% | 78 |
|
|
2022
Q4 | $377K | Sell |
2,577
-116
| -4% | -$17K | 0.04% | 100 |
|
|
2022
Q3 | $327K | Sell |
2,693
-82
| -3% | -$9.96K | 0.03% | 95 |
|
|
2022
Q2 | $421K | Buy |
2,775
+747
| +37% | +$113K | 0.05% | 88 |
|
|
2022
Q1 | $553K | Sell |
2,028
-122
| -6% | -$33.3K | 0.06% | 71 |
|
|
2021
Q4 | $632K | Buy |
2,150
+119
| +6% | +$35K | 0.06% | 71 |
|
|
2021
Q3 | $421K | Buy |
2,031
+1,522
| +299% | +$315K | 0.05% | 81 |
|
|
2021
Q2 | $407K | Sell |
509
-5
| -1% | -$4K | 0.05% | 79 |
|
|
2021
Q1 | $274K | Sell |
514
-11
| -2% | -$5.86K | 0.04% | 90 |
|
|
2020
Q4 | $274K | Buy |
+525
| New | +$274K | 0.04% | 90 |
|