Western Financial Corp’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,049
| Closed | -$1.74M | – | 131 |
|
|
2025
Q1 | $1.74M | Sell |
16,049
-4,692
| -23% | -$509K | 1.01% | 25 |
|
|
2024
Q4 | $2.79M | Sell |
20,741
-3,803
| -15% | -$511K | 1.53% | 7 |
|
|
2024
Q3 | $2.98M | Sell |
24,544
-6,939
| -22% | -$843K | 1.69% | 7 |
|
|
2024
Q2 | $3.89M | Sell |
31,483
-7,287
| -19% | -$900K | 2.35% | 4 |
|
|
2024
Q1 | $3.5M | Sell |
38,770
-10,460
| -21% | -$945K | 2.15% | 5 |
|
|
2023
Q4 | $2.44M | Sell |
49,230
-1,820
| -4% | -$90.1K | 1.63% | 6 |
|
|
2023
Q3 | $2.22M | Buy |
51,050
+1,350
| +3% | +$58.7K | 1.63% | 5 |
|
|
2023
Q2 | $2.1M | Buy |
49,700
+8,990
| +22% | +$380K | 1.43% | 5 |
|
|
2023
Q1 | $1.13M | Buy |
+40,710
| New | +$1.13M | 0.8% | 22 |
|
|
2022
Q2 | – | Sell |
-64,500
| Closed | -$1.76M | – | 102 |
|
|
2022
Q1 | $1.76M | Buy |
64,500
+6,710
| +12% | +$183K | 1.02% | 10 |
|
|
2021
Q4 | $1.7M | Sell |
57,790
-7,160
| -11% | -$211K | 0.89% | 14 |
|
|
2021
Q3 | $1.35M | Sell |
64,950
-6,010
| -8% | -$125K | 0.8% | 16 |
|
|
2021
Q2 | $1.42M | Sell |
70,960
-3,040
| -4% | -$60.8K | 0.77% | 12 |
|
|
2021
Q1 | $988K | Buy |
74,000
+13,160
| +22% | +$176K | 0.6% | 25 |
|
|
2020
Q4 | $794K | Buy |
+60,840
| New | +$794K | 0.52% | 32 |
|