WOSD
WFA of San Diego’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
+13,290
| New | +$2.1M | 1.55% | 17 |
|
|
2024
Q3 | $997K | Buy |
8,212
+850
| +12% | +$103K | 0.84% | 28 |
|
|
2024
Q2 | $910K | Buy |
+7,362
| New | +$910K | 0.81% | 28 |
|
|
2023
Q3 | $50.9K | Sell |
117
-39
| -25% | -$17K | 0.05% | 169 |
|
|
2023
Q2 | $66K | Buy |
+156
| New | +$66K | 0.06% | 147 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$11.7K | – | 298 |
|
|
2022
Q4 | $11.7K | Buy |
+80
| New | +$11.7K | 0.01% | 343 |
|
|
2022
Q3 | – | Sell |
-116
| Closed | -$18K | – | 293 |
|
|
2022
Q2 | $18K | Buy |
+116
| New | +$18K | 0.02% | 229 |
|
|
2020
Q3 | – | Sell |
-5,942
| Closed | -$1.46M | – | 189 |
|
|
2020
Q2 | $1.46M | Buy |
+5,942
| New | +$1.46M | 0.34% | 74 |
|