BWP
Baldwin Wealth Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8M | Sell |
447,984
-31,285
| -7% | -$4.94M | 4.81% | 5 |
|
|
2025
Q1 | $51.9M | Sell |
479,269
-14,144
| -3% | -$1.53M | 3.64% | 6 |
|
|
2024
Q4 | $66.3M | Sell |
493,413
-19,129
| -4% | -$2.57M | 4.58% | 5 |
|
|
2024
Q3 | $62.2M | Buy |
512,542
+83,108
| +19% | +$10.1M | 4.24% | 4 |
|
|
2024
Q2 | $53.1M | Buy |
429,434
+381,401
| +794% | +$47.1M | 4.13% | 5 |
|
|
2024
Q1 | $43.4M | Sell |
48,033
-4,278
| -8% | -$3.87M | 3.27% | 5 |
|
|
2023
Q4 | $25.9M | Sell |
52,311
-3,072
| -6% | -$1.52M | 2.04% | 11 |
|
|
2023
Q3 | $24.1M | Sell |
55,383
-2,744
| -5% | -$1.19M | 2.07% | 10 |
|
|
2023
Q2 | $24.6M | Sell |
58,127
-6,134
| -10% | -$2.59M | 2.02% | 9 |
|
|
2023
Q1 | $17.8M | Sell |
64,261
-80
| -0.1% | -$22.2K | 1.56% | 17 |
|
|
2022
Q4 | $9.4M | Buy |
64,341
+61,021
| +1,838% | +$8.92M | 0.85% | 40 |
|
|
2022
Q3 | $403K | Hold |
3,320
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $504K | Sell |
3,320
-1,212
| -27% | -$184K | 0.07% | 108 |
|
|
2022
Q1 | $1.24M | Buy |
4,532
+1,276
| +39% | +$348K | 0.13% | 72 |
|
|
2021
Q4 | $958K | Sell |
3,256
-539
| -14% | -$159K | 0.1% | 79 |
|
|
2021
Q3 | $786K | Buy |
3,795
+2,670
| +237% | +$553K | 0.09% | 78 |
|
|
2021
Q2 | $900K | Hold |
1,125
| – | – | 0.1% | 76 |
|
|
2021
Q1 | $601K | Buy |
1,125
+290
| +35% | +$155K | 0.07% | 91 |
|
|
2020
Q4 | $436K | Hold |
835
| – | – | 0.05% | 112 |
|
|
2020
Q3 | $451K | Buy |
835
+45
| +6% | +$24.3K | 0.06% | 107 |
|
|
2020
Q2 | $300K | Hold |
790
| – | – | 0.04% | 128 |
|
|
2020
Q1 | $208K | Buy |
790
+90
| +13% | +$23.7K | 0.04% | 142 |
|
|
2019
Q4 | $165K | Buy |
700
+250
| +56% | +$58.9K | 0.02% | 194 |
|
|
2019
Q3 | $79K | Hold |
450
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $74K | Buy |
450
+385
| +592% | +$63.3K | 0.01% | 271 |
|
|
2019
Q1 | $12K | Hold |
65
| – | – | ﹤0.01% | 438 |
|
|
2018
Q4 | $9K | Sell |
65
-250
| -79% | -$34.6K | ﹤0.01% | 448 |
|
|
2018
Q3 | $89K | Buy |
315
+15
| +5% | +$4.24K | 0.01% | 260 |
|
|
2018
Q2 | $71K | Hold |
300
| – | – | 0.01% | 280 |
|
|
2018
Q1 | $69K | Hold |
300
| – | – | 0.01% | 266 |
|
|
2017
Q4 | $58K | Buy |
300
+100
| +50% | +$19.3K | 0.01% | 287 |
|
|
2017
Q3 | $36K | Hold |
200
| – | – | 0.01% | 317 |
|
|
2017
Q2 | $29K | Buy |
+200
| New | +$29K | ﹤0.01% | 343 |
|