BWA
Blodgett Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
95,942
-4,815
| -5% | -$761K | 11.88% | 2 |
|
|
2025
Q1 | $10.9M | Sell |
100,757
-5,805
| -5% | -$629K | 9.31% | 3 |
|
|
2024
Q4 | $14.3M | Buy |
106,562
+1,422
| +1% | +$191K | 11.22% | 3 |
|
|
2024
Q3 | $12.8M | Sell |
105,140
-10,280
| -9% | -$1.25M | 10.74% | 3 |
|
|
2024
Q2 | $14.3M | Buy |
115,420
+103,535
| +871% | +$12.8M | 12.08% | 3 |
|
|
2024
Q1 | $10.7M | Sell |
11,885
-1,370
| -10% | -$1.24M | 9.69% | 4 |
|
|
2023
Q4 | $6.56M | Buy |
13,255
+420
| +3% | +$208K | 6.7% | 4 |
|
|
2023
Q3 | $5.58M | Buy |
12,835
+1,075
| +9% | +$468K | 6.13% | 5 |
|
|
2023
Q2 | $4.97M | Sell |
11,760
-455
| -4% | -$192K | 5.15% | 5 |
|
|
2023
Q1 | $3.39M | Sell |
12,215
-3,572
| -23% | -$992K | 3.92% | 5 |
|
|
2022
Q4 | $2.31M | Sell |
15,787
-30
| -0.2% | -$4.38K | 2.8% | 6 |
|
|
2022
Q3 | $1.92M | Buy |
15,817
+200
| +1% | +$24.3K | 2.3% | 8 |
|
|
2022
Q2 | $2.37M | Buy |
15,617
+450
| +3% | +$68.2K | 2.59% | 7 |
|
|
2022
Q1 | $4.14M | Buy |
15,167
+1,145
| +8% | +$312K | 3.45% | 6 |
|
|
2021
Q4 | $4.12M | Buy |
+14,022
| New | +$4.12M | 3.2% | 6 |
|