CTWM
Cherry Tree Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
7,946
-487
| -6% | -$76.9K | 0.29% | 62 |
|
|
2025
Q1 | $914K | Sell |
8,433
-731
| -8% | -$79.2K | 0.22% | 73 |
|
|
2024
Q4 | $1.23M | Sell |
9,164
-256
| -3% | -$34.4K | 0.3% | 59 |
|
|
2024
Q3 | $1.14M | Sell |
9,420
-499
| -5% | -$60.6K | 0.27% | 66 |
|
|
2024
Q2 | $1.23M | Buy |
9,919
+9,262
| +1,410% | +$1.14M | 0.31% | 60 |
|
|
2024
Q1 | $594K | Buy |
657
+444
| +208% | +$401K | 0.15% | 79 |
|
|
2023
Q4 | $105K | Buy |
213
+170
| +395% | +$84.2K | 0.03% | 192 |
|
|
2023
Q3 | $18.7K | Sell |
43
-4
| -9% | -$1.74K | 0.01% | 297 |
|
|
2023
Q2 | $19.9K | Buy |
+47
| New | +$19.9K | 0.01% | 291 |
|