BTWM
Baker Tilly Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Sell |
62,409
-331
| -0.5% | -$52.3K | 3.52% | 3 |
|
|
2025
Q1 | $6.8M | Buy |
62,740
+3,765
| +6% | +$408K | 2.67% | 5 |
|
|
2024
Q4 | $7.92M | Buy |
58,975
+469
| +0.8% | +$63K | 3.11% | 3 |
|
|
2024
Q3 | $7.1M | Buy |
58,506
+5,681
| +11% | +$690K | 3.14% | 4 |
|
|
2024
Q2 | $6.53M | Buy |
52,825
+45,849
| +657% | +$5.66M | 2.67% | 5 |
|
|
2024
Q1 | $6.3M | Sell |
6,976
-1,826
| -21% | -$1.65M | 1.14% | 13 |
|
|
2023
Q4 | $4.36M | Sell |
8,802
-2,202
| -20% | -$1.09M | 0.72% | 21 |
|
|
2023
Q3 | $4.79M | Sell |
11,004
-21,315
| -66% | -$9.27M | 0.79% | 21 |
|
|
2023
Q2 | $13.7M | Sell |
32,319
-4,834
| -13% | -$2.04M | 1.44% | 10 |
|
|
2023
Q1 | $10.3M | Buy |
37,153
+2,368
| +7% | +$658K | 1.16% | 11 |
|
|
2022
Q4 | $5.08M | Buy |
34,785
+6,809
| +24% | +$995K | 0.63% | 33 |
|
|
2022
Q3 | $3.4M | Sell |
27,976
-1,971
| -7% | -$239K | 0.46% | 48 |
|
|
2022
Q2 | $4.54M | Buy |
29,947
+1,162
| +4% | +$176K | 0.6% | 36 |
|
|
2022
Q1 | $7.85M | Buy |
28,785
+4,575
| +19% | +$1.25M | 0.87% | 16 |
|
|
2021
Q4 | $7.12M | Buy |
24,210
+1,118
| +5% | +$329K | 0.76% | 17 |
|
|
2021
Q3 | $4.78M | Buy |
23,092
+18,248
| +377% | +$3.78M | 0.63% | 27 |
|
|
2021
Q2 | $3.88M | Buy |
4,844
+323
| +7% | +$258K | 0.63% | 30 |
|
|
2021
Q1 | $2.41M | Buy |
4,521
+3,780
| +510% | +$2.02M | 0.49% | 42 |
|
|
2020
Q4 | $387K | Buy |
+741
| New | +$387K | 0.12% | 190 |
|