Accel Wealth Management’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.37M Buy
33,994
+172
+0.5% +$27.2K 1.79% 11
2025
Q1
$3.67M Sell
33,822
-5,461
-14% -$592K 1.33% 13
2024
Q4
$5.28M Sell
39,283
-438
-1% -$58.8K 2% 11
2024
Q3
$4.82M Buy
39,721
+3,015
+8% +$366K 1.8% 12
2024
Q2
$4.53M Buy
36,706
+8,946
+32% +$1.11M 1.81% 11
2024
Q1
$2.51M Buy
27,760
+3,990
+17% +$361K 1.06% 22
2023
Q4
$1.18M Buy
23,770
+130
+0.5% +$6.44K 0.59% 45
2023
Q3
$1.03M Sell
23,640
-9,470
-29% -$412K 0.57% 49
2023
Q2
$1.4M Buy
33,110
+5,620
+20% +$238K 0.77% 41
2023
Q1
$764K Buy
27,490
+160
+0.6% +$4.44K 0.31% 78
2022
Q4
$399K Sell
27,330
-4,440
-14% -$64.9K 0.19% 99
2022
Q3
$418K Buy
31,770
+3,750
+13% +$49.3K 0.22% 97
2022
Q2
$442K Buy
28,020
+180
+0.6% +$2.84K 0.25% 84
2022
Q1
$744K Sell
27,840
-920
-3% -$24.6K 0.38% 62
2021
Q4
$846K Buy
28,760
+2,970
+12% +$87.4K 0.41% 59
2021
Q3
$534K Buy
25,790
+1,070
+4% +$22.2K 0.35% 67
2021
Q2
$495K Sell
24,720
-240
-1% -$4.81K 0.33% 70
2021
Q1
$333K Buy
24,960
+1,240
+5% +$16.5K 0.27% 76
2020
Q4
$310K Buy
+23,720
New +$310K 0.29% 73