WFA
Websterrogers Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
2,064
+24
| +1% | +$3.79K | 0.1% | 63 |
|
|
2025
Q1 | $221K | Buy |
2,040
+19
| +0.9% | +$2.06K | 0.08% | 77 |
|
|
2024
Q4 | $271K | Buy |
2,021
+85
| +4% | +$11.4K | 0.09% | 66 |
|
|
2024
Q3 | $235K | Buy |
1,936
+118
| +6% | +$14.3K | 0.08% | 63 |
|
|
2024
Q2 | $225K | Buy |
1,818
+1,546
| +568% | +$191K | 0.08% | 64 |
|
|
2024
Q1 | $246K | Buy |
+272
| New | +$246K | 0.09% | 66 |
|