BWM
Birchcreek Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
20,654
+1,199
| +6% | +$189K | 1.85% | 14 |
|
|
2025
Q1 | $2.11M | Buy |
19,455
+456
| +2% | +$49.4K | 1.33% | 15 |
|
|
2024
Q4 | $2.55M | Sell |
18,999
-2,221
| -10% | -$298K | 1.6% | 14 |
|
|
2024
Q3 | $2.58M | Sell |
21,220
-4,123
| -16% | -$501K | 1.69% | 14 |
|
|
2024
Q2 | $3.13M | Buy |
25,343
+22,058
| +671% | +$2.73M | 1.76% | 14 |
|
|
2024
Q1 | $2.97M | Sell |
3,285
-852
| -21% | -$770K | 1.56% | 13 |
|
|
2023
Q4 | $2.05M | Buy |
4,137
+233
| +6% | +$115K | 1.23% | 19 |
|
|
2023
Q3 | $1.7M | Buy |
3,904
+55
| +1% | +$23.9K | 1.15% | 22 |
|
|
2023
Q2 | $1.63M | Sell |
3,849
-811
| -17% | -$343K | 1.14% | 21 |
|
|
2023
Q1 | $1.29M | Sell |
4,660
-366
| -7% | -$102K | 1.02% | 27 |
|
|
2022
Q4 | $735K | Buy |
5,026
+165
| +3% | +$24.1K | 0.65% | 45 |
|
|
2022
Q3 | $590K | Buy |
4,861
+2
| +0% | +$243 | 0.55% | 49 |
|
|
2022
Q2 | $737K | Buy |
4,859
+1,607
| +49% | +$244K | 0.66% | 45 |
|
|
2022
Q1 | $887K | Buy |
3,252
+150
| +5% | +$40.9K | 0.79% | 37 |
|
|
2021
Q4 | $912K | Sell |
3,102
-130
| -4% | -$38.2K | 0.8% | 33 |
|
|
2021
Q3 | $670K | Buy |
3,232
+2,436
| +306% | +$505K | 0.62% | 43 |
|
|
2021
Q2 | $637K | Sell |
796
-42
| -5% | -$33.6K | 0.61% | 44 |
|
|
2021
Q1 | $447K | Buy |
838
+100
| +14% | +$53.3K | 0.47% | 53 |
|
|
2020
Q4 | $385K | Buy |
+738
| New | +$385K | 0.38% | 61 |
|