WCFA
Walkner Condon Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
27,737
-266
| -0.9% | -$42K | 0.81% | 30 |
|
|
2025
Q1 | $3.04M | Buy |
28,003
+487
| +2% | +$52.8K | 0.61% | 39 |
|
|
2024
Q4 | $3.7M | Sell |
27,516
-1,015
| -4% | -$136K | 0.75% | 34 |
|
|
2024
Q3 | $3.46M | Sell |
28,531
-12,020
| -30% | -$1.46M | 0.71% | 37 |
|
|
2024
Q2 | $5.04M | Buy |
40,551
+35,656
| +728% | +$4.43M | 1.09% | 26 |
|
|
2024
Q1 | $4.42M | Sell |
4,895
-34
| -0.7% | -$30.7K | 0.94% | 31 |
|
|
2023
Q4 | $2.44M | Buy |
4,929
+341
| +7% | +$169K | 0.56% | 48 |
|
|
2023
Q3 | $2M | Buy |
4,588
+881
| +24% | +$383K | 0.53% | 50 |
|
|
2023
Q2 | $1.57M | Sell |
3,707
-546
| -13% | -$231K | 0.41% | 59 |
|
|
2023
Q1 | $1.18M | Buy |
4,253
+186
| +5% | +$51.6K | 0.33% | 68 |
|
|
2022
Q4 | $594K | Sell |
4,067
-764
| -16% | -$112K | 0.18% | 108 |
|
|
2022
Q3 | $587K | Buy |
4,831
+35
| +0.7% | +$4.25K | 0.19% | 103 |
|
|
2022
Q2 | $727K | Sell |
4,796
-298
| -6% | -$45.2K | 0.23% | 93 |
|
|
2022
Q1 | $1.39M | Buy |
+5,094
| New | +$1.39M | 0.4% | 60 |
|
|
2021
Q4 | – | Sell |
-3,608
| Closed | -$746K | – | 161 |
|
|
2021
Q3 | $746K | Buy |
3,608
+2,706
| +300% | +$560K | 0.37% | 57 |
|
|
2021
Q2 | $720K | Sell |
902
-50
| -5% | -$39.9K | 0.26% | 70 |
|
|
2021
Q1 | $508K | Buy |
952
+297
| +45% | +$158K | 0.2% | 95 |
|
|
2020
Q4 | $342K | Buy |
655
+36
| +6% | +$18.8K | 0.15% | 98 |
|
|
2020
Q3 | $335K | Buy |
619
+14
| +2% | +$7.58K | 0.18% | 95 |
|
|
2020
Q2 | $230K | Buy |
+605
| New | +$230K | 0.2% | 55 |
|