WFAG
Worth Financial Advisory Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
27,751
+3,354
| +14% | +$530K | 2.69% | 9 |
|
|
2025
Q1 | $2.64M | Buy |
24,397
+2,337
| +11% | +$253K | 1.68% | 14 |
|
|
2024
Q4 | $2.96M | Sell |
22,060
-163
| -0.7% | -$21.9K | 1.82% | 15 |
|
|
2024
Q3 | $2.7M | Buy |
22,223
+950
| +4% | +$115K | 1.59% | 14 |
|
|
2024
Q2 | $2.63M | Buy |
21,273
+19,476
| +1,084% | +$2.41M | 1.72% | 15 |
|
|
2024
Q1 | $1.62M | Buy |
1,797
+69
| +4% | +$62.3K | 1.12% | 22 |
|
|
2023
Q4 | $856K | Sell |
1,728
-9
| -0.5% | -$4.46K | 0.68% | 38 |
|
|
2023
Q3 | $756K | Buy |
1,737
+74
| +4% | +$32.2K | 0.68% | 37 |
|
|
2023
Q2 | $703K | Sell |
1,663
-667
| -29% | -$282K | 0.65% | 39 |
|
|
2023
Q1 | $647K | Sell |
2,330
-110
| -5% | -$30.6K | 0.62% | 45 |
|
|
2022
Q4 | $357K | Buy |
+2,440
| New | +$357K | 0.41% | 67 |
|