CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
4,941
-231
| -4% | -$41.4K | 0.32% | 69 |
|
|
2025
Q1 | $540K | Sell |
5,172
-281
| -5% | -$29.4K | 0.22% | 84 |
|
|
2024
Q4 | $681K | Buy |
5,453
+525
| +11% | +$65.5K | 0.25% | 82 |
|
|
2024
Q3 | $670K | Buy |
4,928
+1,838
| +59% | +$250K | 0.26% | 83 |
|
|
2024
Q2 | $321K | Buy |
+3,090
| New | +$321K | 0.13% | 109 |
|
|
2024
Q1 | – | Sell |
-929
| Closed | -$570K | – | 132 |
|
|
2023
Q4 | $570K | Buy |
929
+16
| +2% | +$9.82K | 0.24% | 80 |
|
|
2023
Q3 | $381K | Buy |
913
+23
| +3% | +$9.61K | 0.18% | 93 |
|
|
2023
Q2 | $398K | Sell |
890
-493
| -36% | -$220K | 0.18% | 94 |
|
|
2023
Q1 | $399K | Sell |
1,383
-424
| -23% | -$122K | 0.18% | 96 |
|
|
2022
Q4 | $368K | Hold |
1,807
| – | – | 0.16% | 98 |
|
|
2022
Q3 | $225K | Buy |
1,807
+149
| +9% | +$18.6K | 0.11% | 114 |
|
|
2022
Q2 | $263K | Buy |
1,658
+141
| +9% | +$22.4K | 0.12% | 109 |
|
|
2022
Q1 | $351K | Buy |
1,517
+528
| +53% | +$122K | 0.14% | 104 |
|
|
2021
Q4 | $221K | Buy |
989
+300
| +44% | +$67K | 0.09% | 130 |
|
|
2021
Q3 | $212K | Buy |
+689
| New | +$212K | 0.09% | 135 |
|