Carson Wealth (CWM LLC)’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468M | Buy |
2,963,649
+41,855
| +1% | +$6.61M | 1.65% | 8 |
|
|
2025
Q1 | $317M | Buy |
2,921,794
+306,807
| +12% | +$33.3M | 1.26% | 14 |
|
|
2024
Q4 | $351M | Buy |
2,614,987
+76,782
| +3% | +$10.3M | 1.46% | 11 |
|
|
2024
Q3 | $308M | Buy |
2,538,205
+180,982
| +8% | +$22M | 1.33% | 14 |
|
|
2024
Q2 | $291M | Buy |
2,357,223
+2,145,503
| +1,013% | +$265M | 1.37% | 11 |
|
|
2024
Q1 | $191M | Buy |
211,720
+17,917
| +9% | +$16.2M | 0.93% | 21 |
|
|
2023
Q4 | $96M | Buy |
193,803
+24,539
| +14% | +$12.2M | 0.52% | 38 |
|
|
2023
Q3 | $73.6M | Buy |
169,264
+33,409
| +25% | +$14.5M | 0.45% | 43 |
|
|
2023
Q2 | $57.5M | Buy |
135,855
+19,663
| +17% | +$8.32M | 0.36% | 51 |
|
|
2023
Q1 | $32.3M | Buy |
116,192
+10,781
| +10% | +$2.99M | 0.22% | 94 |
|
|
2022
Q4 | $15.4M | Buy |
105,411
+6,825
| +7% | +$997K | 0.11% | 160 |
|
|
2022
Q3 | $12M | Sell |
98,586
-736
| -0.7% | -$89.3K | 0.1% | 172 |
|
|
2022
Q2 | $15.1M | Buy |
99,322
+15,069
| +18% | +$2.28M | 0.12% | 159 |
|
|
2022
Q1 | $23M | Buy |
84,253
+9,105
| +12% | +$2.48M | 0.16% | 128 |
|
|
2021
Q4 | $22.1M | Buy |
+75,148
| New | +$22.1M | 0.16% | 135 |
|
|
2021
Q2 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2021
Q1 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2020
Q4 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2020
Q3 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2020
Q2 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2020
Q1 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2019
Q4 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2019
Q3 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2019
Q2 | $12.5M | Hold |
15,581
| – | – | 0.1% | 178 |
|
|
2019
Q1 | $12.5M | Buy |
15,581
+9,634
| +162% | +$7.71M | 0.1% | 178 |
|
|
2018
Q4 | $794K | Buy |
5,947
+4,175
| +236% | +$557K | 0.02% | 390 |
|
|
2018
Q3 | $498K | Buy |
1,772
+915
| +107% | +$257K | 0.01% | 386 |
|
|
2018
Q2 | $203K | Buy |
857
+360
| +72% | +$85.3K | 0.01% | 418 |
|
|
2018
Q1 | $115K | Buy |
497
+16
| +3% | +$3.7K | ﹤0.01% | 430 |
|
|
2017
Q4 | $93K | Buy |
481
+382
| +386% | +$73.9K | ﹤0.01% | 436 |
|
|
2017
Q3 | $18K | Sell |
99
-2
| -2% | -$364 | ﹤0.01% | 728 |
|
|
2017
Q2 | $15K | Buy |
101
+41
| +68% | +$6.09K | ﹤0.01% | 693 |
|
|
2017
Q1 | $7K | Sell |
60
-109
| -64% | -$12.7K | ﹤0.01% | 822 |
|
|
2016
Q4 | $18K | Buy |
+169
| New | +$18K | ﹤0.01% | 604 |
|