AWM
Affinity Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Sell |
129,971
-1,082
| -0.8% | -$171K | 3.28% | 12 |
|
|
2025
Q1 | $14.2M | Sell |
131,053
-1,172
| -0.9% | -$127K | 2.63% | 12 |
|
|
2024
Q4 | $17.8M | Sell |
132,225
-2,379
| -2% | -$319K | 3.15% | 12 |
|
|
2024
Q3 | $16.3M | Sell |
134,604
-701
| -0.5% | -$85.1K | 2.9% | 13 |
|
|
2024
Q2 | $16.7M | Buy |
135,305
+121,528
| +882% | +$15M | 3.05% | 13 |
|
|
2024
Q1 | $12.4M | Buy |
13,777
+117
| +0.9% | +$106K | 2.31% | 15 |
|
|
2023
Q4 | $6.76M | Buy |
13,660
+389
| +3% | +$193K | 1.39% | 21 |
|
|
2023
Q3 | $5.77M | Buy |
13,271
+271
| +2% | +$118K | 1.33% | 25 |
|
|
2023
Q2 | $5.5M | Sell |
13,000
-9,053
| -41% | -$3.83M | 1.26% | 25 |
|
|
2023
Q1 | $6.13M | Sell |
22,053
-361
| -2% | -$100K | 1.44% | 23 |
|
|
2022
Q4 | $3.28M | Sell |
22,414
-528
| -2% | -$77.2K | 0.78% | 29 |
|
|
2022
Q3 | $2.79M | Buy |
22,942
+178
| +0.8% | +$21.6K | 0.69% | 32 |
|
|
2022
Q2 | $3.47M | Sell |
22,764
-681
| -3% | -$104K | 0.8% | 27 |
|
|
2022
Q1 | $5.32M | Sell |
23,445
-2,202
| -9% | -$499K | 1.08% | 20 |
|
|
2021
Q4 | $6.52M | Sell |
25,647
-242
| -0.9% | -$61.5K | 1.35% | 18 |
|
|
2021
Q3 | $5.15M | Buy |
25,889
+281
| +1% | +$55.9K | 1.01% | 24 |
|
|
2021
Q2 | $4.97M | Buy |
25,608
+19,436
| +315% | +$3.77M | 0.99% | 27 |
|
|
2021
Q1 | $3.75M | Buy |
6,172
+102
| +2% | +$62K | 0.77% | 29 |
|
|
2020
Q4 | $3.16M | Buy |
6,070
+237
| +4% | +$123K | 0.67% | 32 |
|
|
2020
Q3 | $3.24M | Buy |
5,833
+102
| +2% | +$56.7K | 0.87% | 22 |
|
|
2020
Q2 | $2.43M | Buy |
5,731
+1,532
| +36% | +$650K | 3.07% | 11 |
|
|
2020
Q1 | $1.19M | Buy |
+4,199
| New | +$1.19M | 0.71% | 26 |
|