CWC
Carolinas Wealth Consulting’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,481
| Closed | -$3.41M | – | 637 |
|
|
2025
Q1 | $3.41M | Sell |
31,481
-2,290
| -7% | -$248K | 0.73% | 28 |
|
|
2024
Q4 | $4.54M | Sell |
33,771
-2,396
| -7% | -$322K | 0.89% | 25 |
|
|
2024
Q3 | $4.39M | Buy |
36,167
+3,764
| +12% | +$457K | 0.8% | 32 |
|
|
2024
Q2 | $4M | Buy |
32,403
+29,058
| +869% | +$3.59M | 0.77% | 32 |
|
|
2024
Q1 | $3.02M | Sell |
3,345
-212
| -6% | -$192K | 0.6% | 34 |
|
|
2023
Q4 | $1.76M | Buy |
3,557
+138
| +4% | +$68.3K | 0.38% | 44 |
|
|
2023
Q3 | $1.4M | Sell |
3,419
-635
| -16% | -$259K | 0.35% | 44 |
|
|
2023
Q2 | $1.71M | Sell |
4,054
-1,076
| -21% | -$455K | 0.34% | 53 |
|
|
2023
Q1 | $1.42M | Buy |
5,130
+352
| +7% | +$97.8K | 0.3% | 54 |
|
|
2022
Q4 | $698K | Buy |
4,778
+338
| +8% | +$49.4K | 0.16% | 75 |
|
|
2022
Q3 | $539K | Sell |
4,440
-32
| -0.7% | -$3.89K | 0.14% | 84 |
|
|
2022
Q2 | $678K | Sell |
4,472
-121
| -3% | -$18.3K | 0.17% | 70 |
|
|
2022
Q1 | $1.25M | Buy |
4,593
+401
| +10% | +$109K | 0.28% | 51 |
|
|
2021
Q4 | $1.23M | Sell |
4,192
-310
| -7% | -$91.2K | 0.27% | 50 |
|
|
2021
Q3 | $932K | Buy |
4,502
+3,273
| +266% | +$678K | 0.22% | 54 |
|
|
2021
Q2 | $984K | Sell |
1,229
-184
| -13% | -$147K | 0.22% | 53 |
|
|
2021
Q1 | $754K | Buy |
1,413
+32
| +2% | +$17.1K | 0.18% | 60 |
|
|
2020
Q4 | $721K | Buy |
1,381
+506
| +58% | +$264K | 0.19% | 59 |
|
|
2020
Q3 | $474K | Buy |
875
+72
| +9% | +$39K | 0.16% | 67 |
|
|
2020
Q2 | $305K | Buy |
803
+3
| +0.4% | +$1.14K | 0.12% | 78 |
|
|
2020
Q1 | $211K | Buy |
+800
| New | +$211K | 0.11% | 93 |
|