BWM
BerganKDV Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $323K | Sell |
764
-311
| -29% | -$132K | 0.03% | 200 |
|
|
2023
Q1 | $299K | Buy |
1,075
+177
| +20% | +$49.2K | 0.03% | 211 |
|
|
2022
Q4 | $131K | Sell |
898
-268
| -23% | -$39.2K | 0.01% | 277 |
|
|
2022
Q3 | $142K | Buy |
1,166
+201
| +21% | +$24.5K | 0.02% | 254 |
|
|
2022
Q2 | $146K | Sell |
965
-74
| -7% | -$11.2K | 0.02% | 264 |
|
|
2022
Q1 | $284K | Buy |
1,039
+123
| +13% | +$33.6K | 0.03% | 221 |
|
|
2021
Q4 | $269K | Buy |
916
+55
| +6% | +$16.2K | 0.03% | 236 |
|
|
2021
Q3 | $178K | Buy |
861
+640
| +290% | +$132K | 0.02% | 258 |
|
|
2021
Q2 | $177K | Hold |
221
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $118K | Sell |
221
-164
| -43% | -$87.6K | 0.02% | 280 |
|
|
2020
Q4 | $201K | Sell |
385
-8
| -2% | -$4.18K | 0.03% | 219 |
|
|
2020
Q3 | $213K | Buy |
393
+6
| +2% | +$3.25K | 0.03% | 210 |
|
|
2020
Q2 | $147K | Sell |
387
-12
| -3% | -$4.56K | 0.03% | 242 |
|
|
2020
Q1 | $105K | Hold |
399
| – | – | 0.02% | 254 |
|
|
2019
Q4 | $94K | Buy |
399
+55
| +16% | +$13K | 0.02% | 282 |
|
|
2019
Q3 | $60K | Buy |
344
+134
| +64% | +$23.4K | 0.01% | 314 |
|
|
2019
Q2 | $34K | Hold |
210
| – | – | 0.01% | 364 |
|
|
2019
Q1 | $38K | Buy |
210
+200
| +2,000% | +$36.2K | 0.01% | 371 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 669 |
|