4WM
4J Wealth Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.27M | Sell |
27,019
-5,417
| -17% | -$856K | 2.88% | 8 |
|
2025
Q1 | $3.52M | Sell |
32,436
-9,970
| -24% | -$1.08M | 2.77% | 10 |
|
2024
Q4 | $5.69M | Hold |
42,406
| – | – | 4.61% | 6 |
|
2024
Q3 | $5.15M | Sell |
42,406
-527
| -1% | -$64K | 3.99% | 7 |
|
2024
Q2 | $5.3M | Buy |
42,933
+38,507
| +870% | +$4.76M | 4.39% | 7 |
|
2024
Q1 | $4M | Sell |
4,426
-630
| -12% | -$569K | 3.45% | 7 |
|
2023
Q4 | $2.5M | Sell |
5,056
-121
| -2% | -$59.9K | 2.29% | 11 |
|
2023
Q3 | $2.25M | Sell |
5,177
-227
| -4% | -$98.8K | 2.24% | 12 |
|
2023
Q2 | $2.29M | Buy |
5,404
+1,351
| +33% | +$572K | 2.22% | 12 |
|
2023
Q1 | $1.13M | Sell |
4,053
-757
| -16% | -$210K | 1.21% | 24 |
|
2022
Q4 | $703K | Sell |
4,810
-27
| -0.6% | -$3.95K | 0.82% | 30 |
|
2022
Q3 | $587K | Buy |
4,837
+74
| +2% | +$8.98K | 0.75% | 31 |
|
2022
Q2 | $722K | Sell |
4,763
-225
| -5% | -$34.1K | 0.91% | 31 |
|
2022
Q1 | $1.36M | Sell |
4,988
-167
| -3% | -$45.6K | 1.19% | 21 |
|
2021
Q4 | $1.52M | Sell |
5,155
-141
| -3% | -$41.5K | 1.28% | 20 |
|
2021
Q3 | $1.1M | Buy |
5,296
+3,962
| +297% | +$821K | 0.95% | 29 |
|
2021
Q2 | $1.07M | Sell |
1,334
-19
| -1% | -$15.2K | 0.93% | 30 |
|
2021
Q1 | $722K | Buy |
1,353
+63
| +5% | +$33.6K | 0.67% | 39 |
|
2020
Q4 | $673K | Buy |
+1,290
| New | +$673K | 0.65% | 40 |
|