WFA
West Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2K | Hold |
343
| – | – | 0.01% | 99 |
|
|
2025
Q1 | $37.2K | Hold |
343
| – | – | 0.01% | 110 |
|
|
2024
Q4 | $46.1K | Buy |
343
+43
| +14% | +$5.78K | 0.01% | 96 |
|
|
2024
Q3 | $36.4K | Buy |
+300
| New | +$36.4K | 0.01% | 103 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$3K | – | 156 |
|
|
2020
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 137 |
|