WAM
WFA Asset Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $327K | Buy |
2,648
+2,495
| +1,631% | +$308K | 0.19% | 39 |
|
2025
Q1 | $138K | Sell |
153
-1,658
| -92% | -$1.5M | 0.07% | 65 |
|
2024
Q4 | $243K | Sell |
1,811
-1,157
| -39% | -$155K | 0.13% | 54 |
|
2024
Q3 | $360K | Buy |
2,968
+320
| +12% | +$38.9K | 0.2% | 39 |
|
2024
Q2 | $327K | Buy |
2,648
+2,495
| +1,631% | +$308K | 0.18% | 39 |
|
2024
Q1 | $138K | Buy |
153
+14
| +10% | +$12.6K | 0.07% | 65 |
|
2023
Q4 | $68.8K | Sell |
139
-5
| -3% | -$2.47K | 0.04% | 78 |
|
2023
Q3 | $62.6K | Buy |
144
+5
| +4% | +$2.17K | 0.04% | 85 |
|
2023
Q2 | $58.7K | Sell |
139
-453
| -77% | -$191K | 0.03% | 88 |
|
2023
Q1 | $164K | Hold |
592
| – | – | 0.1% | 61 |
|
2022
Q4 | $86.5K | Hold |
592
| – | – | 0.06% | 76 |
|
2022
Q3 | $71.8K | Hold |
592
| – | – | 0.05% | 77 |
|
2022
Q2 | $89.7K | Buy |
592
+5
| +0.9% | +$757 | 0.06% | 71 |
|
2022
Q1 | $160K | Sell |
587
-19
| -3% | -$5.18K | 0.1% | 59 |
|
2021
Q4 | $178K | Buy |
+606
| New | +$178K | 0.12% | 50 |
|