CWM
Campbell Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.18M | Buy |
8,766
+5,668
| +183% | +$761K | 0.11% | 26 |
|
|
2024
Q3 | $376K | Sell |
3,098
-4,612
| -60% | -$560K | 0.03% | 43 |
|
|
2024
Q2 | $952K | Buy |
7,710
+6,948
| +912% | +$858K | 0.31% | 13 |
|
|
2024
Q1 | $689K | Buy |
762
+25
| +3% | +$22.6K | 0.07% | 35 |
|
|
2023
Q4 | $365K | Sell |
737
-671
| -48% | -$332K | 0.04% | 41 |
|
|
2023
Q3 | $612K | Buy |
1,408
+548
| +64% | +$238K | 0.07% | 32 |
|
|
2023
Q2 | $364K | Buy |
860
+9
| +1% | +$3.81K | 0.05% | 41 |
|
|
2023
Q1 | $236K | Buy |
+851
| New | +$236K | 0.03% | 61 |
|
|
2022
Q2 | – | Sell |
-978
| Closed | -$267K | – | 69 |
|
|
2022
Q1 | $267K | Sell |
978
-340
| -26% | -$92.8K | 0.03% | 57 |
|
|
2021
Q4 | $388K | Buy |
+1,318
| New | +$388K | 0.04% | 41 |
|
|
2020
Q3 | – | Sell |
-144
| Closed | -$55K | – | 254 |
|
|
2020
Q2 | $55K | Buy |
+144
| New | +$55K | 0.01% | 141 |
|