BWP
Bernardo Wealth Planning’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
8,759
-805
| -8% | -$127K | 0.3% | 39 |
|
|
2025
Q1 | $1.04M | Buy |
9,564
+918
| +11% | +$99.5K | 0.25% | 44 |
|
|
2024
Q4 | $1.18M | Sell |
8,646
-923
| -10% | -$125K | 0.28% | 41 |
|
|
2024
Q3 | $1.31M | Buy |
9,569
+1,573
| +20% | +$215K | 0.32% | 38 |
|
|
2024
Q2 | $988K | Buy |
7,996
+7,534
| +1,631% | +$931K | 0.27% | 42 |
|
|
2024
Q1 | $418K | Buy |
+462
| New | +$418K | 0.12% | 66 |
|
|
2023
Q3 | – | Sell |
-476
| Closed | -$202K | – | 90 |
|
|
2023
Q2 | $202K | Sell |
476
-1,392
| -75% | -$589K | 0.08% | 83 |
|
|
2023
Q1 | $519K | Sell |
1,868
-561
| -23% | -$156K | 0.22% | 54 |
|
|
2022
Q4 | $355K | Sell |
2,429
-536
| -18% | -$78.3K | 0.17% | 62 |
|
|
2022
Q3 | $369K | Buy |
2,965
+158
| +6% | +$19.7K | 0.21% | 53 |
|
|
2022
Q2 | $425K | Buy |
2,807
+654
| +30% | +$99K | 0.24% | 52 |
|
|
2022
Q1 | $587K | Buy |
2,153
+599
| +39% | +$163K | 0.29% | 46 |
|
|
2021
Q4 | $457K | Buy |
1,554
+37
| +2% | +$10.9K | 0.22% | 51 |
|
|
2021
Q3 | $314K | Buy |
1,517
+1,180
| +350% | +$244K | 0.18% | 58 |
|
|
2021
Q2 | $269K | Buy |
+337
| New | +$269K | 0.16% | 64 |
|
|
2021
Q1 | – | Sell |
-1,868
| Closed | -$975K | – | 125 |
|
|
2020
Q4 | $975K | Buy |
1,868
+26
| +1% | +$13.6K | 0.38% | 54 |
|
|
2020
Q3 | $997K | Buy |
1,842
+93
| +5% | +$50.3K | 0.45% | 45 |
|
|
2020
Q2 | $664K | Sell |
1,749
-31
| -2% | -$11.8K | 0.36% | 55 |
|
|
2020
Q1 | $469K | Sell |
1,780
-40
| -2% | -$10.5K | 0.33% | 77 |
|
|
2019
Q4 | $428K | Sell |
1,820
-244
| -12% | -$57.4K | 0.26% | 93 |
|
|
2019
Q3 | $359K | Sell |
2,064
-525
| -20% | -$91.3K | 0.26% | 104 |
|
|
2019
Q2 | $425K | Buy |
2,589
+255
| +11% | +$41.9K | 0.33% | 82 |
|
|
2019
Q1 | $419K | Buy |
+2,334
| New | +$419K | 0.33% | 81 |
|