AWM
Axxcess Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.1M | Buy |
564,005
+12,348
| +2% | +$1.95M | 2.08% | 5 |
|
|
2025
Q1 | $59.8M | Buy |
551,657
+48,158
| +10% | +$5.22M | 1.59% | 9 |
|
|
2024
Q4 | $67.6M | Buy |
503,499
+10,401
| +2% | +$1.4M | 1.62% | 7 |
|
|
2024
Q3 | $59.9M | Buy |
493,098
+62,633
| +15% | +$7.61M | 1.47% | 9 |
|
|
2024
Q2 | $52.2M | Buy |
430,465
+390,648
| +981% | +$47.4M | 1.38% | 13 |
|
|
2024
Q1 | $35.4M | Sell |
39,817
-489
| -1% | -$435K | 0.97% | 18 |
|
|
2023
Q4 | $19.7M | Sell |
40,306
-4,715
| -10% | -$2.3M | 0.57% | 32 |
|
|
2023
Q3 | $19.6M | Buy |
45,021
+17,466
| +63% | +$7.6M | 0.67% | 30 |
|
|
2023
Q2 | $11.7M | Buy |
27,555
+4,616
| +20% | +$1.95M | 0.84% | 20 |
|
|
2023
Q1 | $6.37M | Buy |
22,939
+816
| +4% | +$227K | 0.48% | 44 |
|
|
2022
Q4 | $3.23M | Sell |
22,123
-15,122
| -41% | -$2.21M | 0.27% | 83 |
|
|
2022
Q3 | $4.52M | Buy |
37,245
+2,468
| +7% | +$300K | 0.43% | 47 |
|
|
2022
Q2 | $5.27M | Sell |
34,777
-5,728
| -14% | -$868K | 0.48% | 40 |
|
|
2022
Q1 | $11.1M | Buy |
40,505
+2,079
| +5% | +$567K | 0.86% | 14 |
|
|
2021
Q4 | $11.3M | Buy |
+38,426
| New | +$11.3M | 0.82% | 17 |
|