CWM
Compass Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
1,583
+204
| +15% | +$32.2K | 0.06% | 140 |
|
|
2025
Q1 | $149K | Sell |
1,379
-50
| -3% | -$5.42K | 0.04% | 162 |
|
|
2024
Q4 | $192K | Sell |
1,429
-49
| -3% | -$6.58K | 0.05% | 152 |
|
|
2024
Q3 | $180K | Hold |
1,478
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $183K | Buy |
1,478
+1,357
| +1,121% | +$168K | 0.05% | 160 |
|
|
2024
Q1 | $110K | Sell |
121
-26
| -18% | -$23.6K | 0.03% | 190 |
|
|
2023
Q4 | $73K | Buy |
147
+28
| +24% | +$13.9K | 0.02% | 214 |
|
|
2023
Q3 | $51.8K | Hold |
119
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $50.3K | Sell |
119
-25
| -17% | -$10.6K | 0.02% | 242 |
|
|
2023
Q1 | $40K | Sell |
144
-120
| -45% | -$33.3K | 0.01% | 260 |
|
|
2022
Q4 | $38.6K | Buy |
+264
| New | +$38.6K | 0.01% | 260 |
|