WAOI
Wealth Advisors of Iowa’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
11,023
+1,841
| +20% | +$291K | 0.65% | 25 |
|
|
2025
Q1 | $995K | Buy |
9,182
+313
| +4% | +$33.9K | 0.43% | 30 |
|
|
2024
Q4 | $1.19M | Buy |
8,869
+771
| +10% | +$104K | 0.6% | 23 |
|
|
2024
Q3 | $983K | Buy |
8,098
+694
| +9% | +$84.3K | 0.5% | 23 |
|
|
2024
Q2 | $915K | Buy |
7,404
+6,714
| +973% | +$829K | 0.51% | 14 |
|
|
2024
Q1 | $624K | Hold |
690
| – | – | 0.38% | 27 |
|
|
2023
Q4 | $342K | Hold |
690
| – | – | 0.23% | 38 |
|
|
2023
Q3 | $300K | Sell |
690
-250
| -27% | -$109K | 0.21% | 45 |
|
|
2023
Q2 | $398K | Sell |
940
-465
| -33% | -$197K | 0.29% | 32 |
|
|
2023
Q1 | $390K | Hold |
1,405
| – | – | 0.31% | 31 |
|
|
2022
Q4 | $205K | Buy |
+1,405
| New | +$205K | 0.17% | 58 |
|