BWS
BCR Wealth Strategies’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $514K | Buy |
3,255
+28
| +0.9% | +$4.42K | 0.2% | 16 |
|
2025
Q1 | $349K | Buy |
3,227
+308
| +11% | +$33.3K | 0.15% | 21 |
|
2024
Q4 | $391K | Buy |
2,919
+89
| +3% | +$11.9K | 0.18% | 21 |
|
2024
Q3 | $343K | Buy |
2,830
+70
| +3% | +$8.48K | 0.16% | 22 |
|
2024
Q2 | $340K | Buy |
2,760
+2,489
| +918% | +$307K | 0.22% | 23 |
|
2024
Q1 | $245K | Buy |
+271
| New | +$245K | 0.17% | 20 |
|
2022
Q4 | – | Sell |
-205
| Closed | -$25K | – | 71 |
|
2022
Q3 | $25K | Hold |
205
| – | – | 0.03% | 53 |
|
2022
Q2 | $31K | Hold |
205
| – | – | 0.03% | 51 |
|
2022
Q1 | $56K | Hold |
205
| – | – | 0.05% | 40 |
|
2021
Q4 | $60K | Buy |
+205
| New | +$60K | 0.06% | 37 |
|