BWM
BigSur Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
89,857
+924
| +1% | +$146K | 3.58% | 4 |
|
|
2025
Q1 | $9.64M | Buy |
88,933
+8,940
| +11% | +$969K | 2.61% | 6 |
|
|
2024
Q4 | $10.7M | Sell |
79,993
-3,828
| -5% | -$514K | 3.07% | 6 |
|
|
2024
Q3 | $10.2M | Buy |
83,821
+25,377
| +43% | +$3.08M | 2.8% | 6 |
|
|
2024
Q2 | $7.22M | Buy |
58,444
+52,274
| +847% | +$6.46M | 2.21% | 8 |
|
|
2024
Q1 | $5.57M | Buy |
6,170
+5
| +0.1% | +$4.52K | 1.75% | 12 |
|
|
2023
Q4 | $3.05M | Hold |
6,165
| – | – | 1.45% | 16 |
|
|
2023
Q3 | $2.68M | Sell |
6,165
-335
| -5% | -$146K | 1.35% | 19 |
|
|
2023
Q2 | $2.75M | Hold |
6,500
| – | – | 1.31% | 20 |
|
|
2023
Q1 | $1.81M | Sell |
6,500
-3,500
| -35% | -$972K | 0.85% | 35 |
|
|
2022
Q4 | $1.46M | Hold |
10,000
| – | – | 0.7% | 41 |
|
|
2022
Q3 | $1.21M | Sell |
10,000
-500
| -5% | -$60.7K | 0.61% | 44 |
|
|
2022
Q2 | $1.59M | Buy |
10,500
+3,300
| +46% | +$500K | 0.75% | 42 |
|
|
2022
Q1 | $1.97M | Hold |
7,200
| – | – | 0.77% | 37 |
|
|
2021
Q4 | $2.12M | Hold |
7,200
| – | – | 0.83% | 36 |
|
|
2021
Q3 | $1.49M | Buy |
7,200
+5,400
| +300% | +$1.12M | 0.67% | 44 |
|
|
2021
Q2 | $1.44M | Hold |
1,800
| – | – | 0.65% | 44 |
|
|
2021
Q1 | $961K | Sell |
1,800
-400
| -18% | -$214K | 0.49% | 53 |
|
|
2020
Q4 | $1.15M | Buy |
2,200
+1,000
| +83% | +$522K | 0.65% | 48 |
|
|
2020
Q3 | $649K | Buy |
1,200
+500
| +71% | +$270K | 0.41% | 59 |
|
|
2020
Q2 | $266K | Sell |
700
-500
| -42% | -$190K | 0.19% | 81 |
|
|
2020
Q1 | $316K | Hold |
1,200
| – | – | 0.24% | 75 |
|
|
2019
Q4 | $282K | Hold |
1,200
| – | – | 0.16% | 90 |
|
|
2019
Q3 | $209K | Buy |
+1,200
| New | +$209K | 0.14% | 95 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$215K | – | 108 |
|
|
2019
Q1 | $215K | Buy |
+1,200
| New | +$215K | 0.14% | 97 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$337K | – | 104 |
|
|
2018
Q3 | $337K | Hold |
1,200
| – | – | 0.21% | 73 |
|
|
2018
Q2 | $284K | Sell |
1,200
-50
| -4% | -$11.8K | 0.21% | 76 |
|
|
2018
Q1 | $289K | Buy |
+1,250
| New | +$289K | 0.21% | 88 |
|