BWM
BCS Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
28,862
+8,891
| +45% | +$1.4M | 0.98% | 28 |
|
|
2025
Q1 | $2.17M | Sell |
19,971
-1,338
| -6% | -$145K | 0.56% | 42 |
|
|
2024
Q4 | $2.86M | Buy |
21,309
+1,889
| +10% | +$254K | 0.71% | 38 |
|
|
2024
Q3 | $2.36M | Buy |
19,420
+8,959
| +86% | +$1.09M | 1% | 29 |
|
|
2024
Q2 | $1.29M | Buy |
10,461
+9,620
| +1,144% | +$1.19M | 0.63% | 40 |
|
|
2024
Q1 | $760K | Sell |
841
-34
| -4% | -$30.7K | 0.24% | 91 |
|
|
2023
Q4 | $433K | Buy |
875
+54
| +7% | +$26.7K | 0.16% | 129 |
|
|
2023
Q3 | $357K | Buy |
+821
| New | +$357K | 0.15% | 132 |
|
|
2022
Q2 | – | Sell |
-745
| Closed | -$203K | – | 190 |
|
|
2022
Q1 | $203K | Sell |
745
-85
| -10% | -$23.2K | 0.08% | 183 |
|
|
2021
Q4 | $244K | Buy |
+830
| New | +$244K | 0.09% | 179 |
|