CWP
CFM Wealth Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90M | Sell |
569,457
-5,183
| -0.9% | -$819K | 14.32% | 1 |
|
|
2025
Q1 | $62.3M | Sell |
574,640
-2,095
| -0.4% | -$227K | 10.98% | 2 |
|
|
2024
Q4 | $77.4M | Sell |
576,735
-8,019
| -1% | -$1.08M | 13.06% | 1 |
|
|
2024
Q3 | $71M | Sell |
584,754
-1,281
| -0.2% | -$156K | 12.4% | 1 |
|
|
2024
Q2 | $72.4M | Buy |
586,035
+527,681
| +904% | +$65.2M | 13.3% | 1 |
|
|
2024
Q1 | $52.7M | Buy |
58,354
+484
| +0.8% | +$437K | 10.58% | 1 |
|
|
2023
Q4 | $28.7M | Sell |
57,870
-217
| -0.4% | -$107K | 6.48% | 2 |
|
|
2023
Q3 | $25.3M | Sell |
58,087
-723
| -1% | -$314K | 6.62% | 2 |
|
|
2023
Q2 | $24.9M | Sell |
58,810
-2,122
| -3% | -$898K | 6.04% | 2 |
|
|
2023
Q1 | $16.9M | Buy |
60,932
+792
| +1% | +$220K | 4.56% | 3 |
|
|
2022
Q4 | $8.79M | Sell |
60,140
-491
| -0.8% | -$71.8K | 2.63% | 7 |
|
|
2022
Q3 | $7.36M | Buy |
60,631
+1,373
| +2% | +$167K | 2.35% | 9 |
|
|
2022
Q2 | $8.98M | Buy |
59,258
+371
| +0.6% | +$56.2K | 2.7% | 7 |
|
|
2022
Q1 | $16.1M | Sell |
58,887
-127
| -0.2% | -$34.7K | 3.85% | 4 |
|
|
2021
Q4 | $17.8M | Buy |
59,014
+2,940
| +5% | +$886K | 3.97% | 2 |
|
|
2021
Q3 | $11.6M | Buy |
56,074
+42,463
| +312% | +$8.8M | 2.92% | 7 |
|
|
2021
Q2 | $10.9M | Buy |
13,611
+122
| +0.9% | +$97.6K | 2.89% | 7 |
|
|
2021
Q1 | $7.2M | Buy |
13,489
+617
| +5% | +$329K | 2.17% | 11 |
|
|
2020
Q4 | $6.72M | Buy |
12,872
+2,146
| +20% | +$1.12M | 2.14% | 12 |
|
|
2020
Q3 | $5.81M | Buy |
10,726
+2,014
| +23% | +$1.09M | 2.12% | 12 |
|
|
2020
Q2 | $3.31M | Buy |
8,712
+1,701
| +24% | +$646K | 1.26% | 16 |
|
|
2020
Q1 | $1.85M | Buy |
7,011
+2,103
| +43% | +$554K | 0.86% | 32 |
|
|
2019
Q4 | $1.22M | Buy |
+4,908
| New | +$1.22M | 0.45% | 51 |
|