CWM
Cadence Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
4,499
+68
| +2% | +$10.7K | 0.47% | 29 |
|
|
2025
Q1 | $480K | Sell |
4,431
-42
| -0.9% | -$4.55K | 0.35% | 33 |
|
|
2024
Q4 | $601K | Buy |
4,473
+156
| +4% | +$20.9K | 0.4% | 23 |
|
|
2024
Q3 | $524K | Buy |
4,317
+8
| +0.2% | +$972 | 0.43% | 23 |
|
|
2024
Q2 | $532K | Buy |
4,309
+3,843
| +825% | +$475K | 0.37% | 25 |
|
|
2024
Q1 | $421K | Sell |
466
-37
| -7% | -$33.4K | 0.43% | 25 |
|
|
2023
Q4 | $249K | Sell |
503
-20
| -4% | -$9.9K | 0.2% | 34 |
|
|
2023
Q3 | $227K | Hold |
523
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $221K | Buy |
+523
| New | +$221K | 0.21% | 31 |
|