WA
Wealthstream Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.59M | Buy |
29,055
+3,154
| +12% | +$498K | 0.76% | 15 |
|
2025
Q1 | $2.81M | Buy |
25,901
+635
| +3% | +$68.8K | 0.53% | 20 |
|
2024
Q4 | $3.39M | Buy |
25,266
+927
| +4% | +$124K | 0.63% | 19 |
|
2024
Q3 | $2.96M | Buy |
24,339
+1,190
| +5% | +$145K | 0.54% | 20 |
|
2024
Q2 | $2.86M | Buy |
23,149
+20,932
| +944% | +$2.59M | 1.05% | 18 |
|
2024
Q1 | $2M | Buy |
2,217
+360
| +19% | +$325K | 0.76% | 22 |
|
2023
Q4 | $920K | Sell |
1,857
-1
| -0.1% | -$495 | 0.38% | 38 |
|
2023
Q3 | $808K | Buy |
1,858
+109
| +6% | +$47.4K | 0.42% | 35 |
|
2023
Q2 | $740K | Buy |
1,749
+332
| +23% | +$140K | 0.39% | 39 |
|
2023
Q1 | $394K | Buy |
+1,417
| New | +$394K | 0.24% | 51 |
|
2022
Q2 | – | Sell |
-1,464
| Closed | -$399K | – | 75 |
|
2022
Q1 | $399K | Buy |
1,464
+132
| +10% | +$36K | 0.35% | 42 |
|
2021
Q4 | $392K | Buy |
+1,332
| New | +$392K | 0.33% | 42 |
|