9WM
9258 Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51.2M | Buy |
421,697
+2,496
| +0.6% | +$303K | 7.57% | 1 |
|
|
2024
Q2 | $51.8M | Buy |
419,201
+377,243
| +899% | +$46.6M | 7.97% | 1 |
|
|
2024
Q1 | $37.9M | Sell |
41,958
-39
| -0.1% | -$35.2K | 5.9% | 1 |
|
|
2023
Q4 | $20.8M | Buy |
41,997
+112
| +0.3% | +$55.5K | 3.66% | 2 |
|
|
2023
Q3 | $18.2M | Sell |
41,885
-190
| -0.5% | -$82.6K | 3.54% | 3 |
|
|
2023
Q2 | $17.8M | Sell |
42,075
-106
| -0.3% | -$44.8K | 3.35% | 3 |
|
|
2023
Q1 | $11.7M | Sell |
42,181
-83
| -0.2% | -$23.1K | 2.37% | 10 |
|
|
2022
Q4 | $6.18M | Sell |
42,264
-600
| -1% | -$87.7K | 1.34% | 20 |
|
|
2022
Q3 | $5.2M | Sell |
42,864
-1,185
| -3% | -$144K | 1.33% | 16 |
|
|
2022
Q2 | $6.68M | Buy |
44,049
+2,017
| +5% | +$306K | 1.71% | 9 |
|
|
2022
Q1 | $11.5M | Sell |
42,032
-580
| -1% | -$158K | 2.66% | 6 |
|
|
2021
Q4 | $12.5M | Sell |
42,612
-521
| -1% | -$153K | 2.87% | 6 |
|
|
2021
Q3 | $8.94M | Buy |
43,133
+32,374
| +301% | +$6.71M | 2.39% | 7 |
|
|
2021
Q2 | $8.61M | Sell |
10,759
-2,353
| -18% | -$1.88M | 2.32% | 7 |
|
|
2021
Q1 | $7M | Buy |
13,112
+2,554
| +24% | +$1.36M | 2.1% | 8 |
|
|
2020
Q4 | $5.51M | Buy |
10,558
+8
| +0.1% | +$4.18K | 1.8% | 9 |
|
|
2020
Q3 | $5.29M | Sell |
10,550
-995
| -9% | -$499K | 2% | 9 |
|
|
2020
Q2 | $4.39M | Sell |
11,545
-48
| -0.4% | -$18.2K | 1.78% | 9 |
|
|
2020
Q1 | $3.44M | Buy |
11,593
+202
| +2% | +$60K | 1.51% | 9 |
|
|
2019
Q4 | $2.68M | Buy |
11,391
+107
| +0.9% | +$25.2K | 0.98% | 15 |
|
|
2019
Q3 | $1.96M | Buy |
11,284
+11
| +0.1% | +$1.92K | 1.53% | 9 |
|
|
2019
Q2 | $1.85M | Sell |
11,273
-496
| -4% | -$81.4K | 1.49% | 9 |
|
|
2019
Q1 | $2.11M | Buy |
11,769
+525
| +5% | +$94.3K | 1.8% | 6 |
|
|
2018
Q4 | $1.5M | Buy |
+11,244
| New | +$1.5M | 1.45% | 11 |
|