AWM
AE Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434M | Buy |
2,747,675
+221,833
| +9% | +$35M | 3.17% | 1 |
|
|
2025
Q1 | $274M | Buy |
2,525,842
+232,587
| +10% | +$25.2M | 2.3% | 4 |
|
|
2024
Q4 | $308M | Buy |
2,293,255
+119,542
| +5% | +$16.1M | 2.61% | 3 |
|
|
2024
Q3 | $264M | Buy |
2,173,713
+389,722
| +22% | +$47.3M | 2.39% | 3 |
|
|
2024
Q2 | $220M | Buy |
1,783,991
+1,632,010
| +1,074% | +$202M | 2.2% | 3 |
|
|
2024
Q1 | $137M | Sell |
151,981
-207,431
| -58% | -$187M | 1.55% | 7 |
|
|
2023
Q4 | $219M | Buy |
359,412
+30,807
| +9% | +$18.8M | 1.12% | 10 |
|
|
2023
Q3 | $143M | Buy |
328,605
+35,461
| +12% | +$15.4M | 0.85% | 13 |
|
|
2023
Q2 | $124M | Sell |
293,144
-51,935
| -15% | -$22M | 0.75% | 15 |
|
|
2023
Q1 | $95.9M | Sell |
345,079
-9,636
| -3% | -$2.68M | 0.62% | 20 |
|
|
2022
Q4 | $51.8M | Buy |
354,715
+30,960
| +10% | +$4.52M | 0.37% | 42 |
|
|
2022
Q3 | $39.3M | Buy |
323,755
+7,874
| +2% | +$956K | 0.31% | 62 |
|
|
2022
Q2 | $47.9M | Buy |
315,881
+58,598
| +23% | +$8.88M | 0.38% | 49 |
|
|
2022
Q1 | $70.2M | Buy |
257,283
+45,527
| +21% | +$12.4M | 0.48% | 37 |
|
|
2021
Q4 | $62.3M | Buy |
211,756
+8,385
| +4% | +$2.47M | 0.43% | 46 |
|
|
2021
Q3 | $42.1M | Buy |
203,371
+154,228
| +314% | +$31.9M | 0.35% | 58 |
|
|
2021
Q2 | $39.3M | Buy |
49,143
+1,108
| +2% | +$887K | 0.34% | 66 |
|
|
2021
Q1 | $25.6M | Buy |
48,035
+2,407
| +5% | +$1.29M | 0.26% | 91 |
|
|
2020
Q4 | $23.8M | Buy |
45,628
+4,523
| +11% | +$2.36M | 0.27% | 88 |
|
|
2020
Q3 | $22.2M | Buy |
41,105
+1,971
| +5% | +$1.07M | 0.32% | 71 |
|
|
2020
Q2 | $14.9M | Buy |
39,134
+10,060
| +35% | +$3.82M | 0.23% | 103 |
|
|
2020
Q1 | $7.66M | Buy |
29,074
+267
| +0.9% | +$70.4K | 0.18% | 113 |
|
|
2019
Q4 | $6.78M | Buy |
28,807
+6,471
| +29% | +$1.52M | 0.15% | 132 |
|
|
2019
Q3 | $3.89M | Sell |
22,336
-3,722
| -14% | -$648K | 0.11% | 175 |
|
|
2019
Q2 | $4.28M | Buy |
26,058
+13,168
| +102% | +$2.16M | 0.13% | 139 |
|
|
2019
Q1 | $2.31M | Buy |
12,890
+4,668
| +57% | +$838K | 0.16% | 125 |
|
|
2018
Q4 | $1.1M | Sell |
8,222
-823
| -9% | -$110K | 0.19% | 135 |
|
|
2018
Q3 | $2.54M | Buy |
9,045
+1,674
| +23% | +$470K | 0.14% | 114 |
|
|
2018
Q2 | $1.75M | Buy |
7,371
+476
| +7% | +$113K | 0.12% | 109 |
|
|
2018
Q1 | $1.6M | Sell |
6,895
-927
| -12% | -$215K | 0.12% | 109 |
|
|
2017
Q4 | $1.51M | Buy |
7,822
+6,290
| +411% | +$1.22M | 0.13% | 112 |
|
|
2017
Q3 | $274K | Buy |
+1,532
| New | +$274K | 0.03% | 325 |
|