AWM
Aries Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
11,485
-2,510
| -18% | -$397K | 0.47% | 52 |
|
|
2025
Q1 | $1.52M | Buy |
13,995
+2,885
| +26% | +$313K | 0.41% | 63 |
|
|
2024
Q4 | $1.49M | Sell |
11,110
-1,345
| -11% | -$181K | 0.41% | 59 |
|
|
2024
Q3 | $1.51M | Sell |
12,455
-455
| -4% | -$55.3K | 0.42% | 58 |
|
|
2024
Q2 | $1.59M | Buy |
12,910
+11,619
| +900% | +$1.44M | 0.5% | 50 |
|
|
2024
Q1 | $1.17M | Buy |
1,291
+2
| +0.2% | +$1.81K | 0.38% | 69 |
|
|
2023
Q4 | $638K | Sell |
1,289
-58
| -4% | -$28.7K | 0.23% | 102 |
|
|
2023
Q3 | $621K | Sell |
1,347
-490
| -27% | -$226K | 0.24% | 98 |
|
|
2023
Q2 | $777K | Buy |
1,837
+6
| +0.3% | +$2.54K | 0.3% | 82 |
|
|
2023
Q1 | $509K | Buy |
1,831
+140
| +8% | +$38.9K | 0.21% | 112 |
|
|
2022
Q4 | $247K | Buy |
+1,691
| New | +$247K | 0.11% | 165 |
|
|
2022
Q3 | – | Sell |
-1,430
| Closed | -$217K | – | 187 |
|
|
2022
Q2 | $217K | Buy |
+1,430
| New | +$217K | 0.1% | 162 |
|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$412K | – | 173 |
|
|
2021
Q4 | $412K | Sell |
1,400
-1,012
| -42% | -$298K | 0.16% | 125 |
|
|
2021
Q3 | $500K | Buy |
2,412
+1,812
| +302% | +$376K | 0.21% | 98 |
|
|
2021
Q2 | $480K | Hold |
600
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $367K | Buy |
600
+200
| +50% | +$122K | 0.16% | 118 |
|
|
2020
Q4 | $212K | Hold |
400
| – | – | 0.11% | 148 |
|
|
2020
Q3 | $216K | Buy |
+400
| New | +$216K | 0.12% | 135 |
|