CWM
Congress Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202M | Buy |
1,275,965
+157,345
| +14% | +$24.9M | 1.95% | 4 |
|
|
2025
Q1 | $122M | Buy |
1,118,620
+245,763
| +28% | +$26.8M | 1.46% | 5 |
|
|
2024
Q4 | $117M | Sell |
872,857
-9,707
| -1% | -$1.3M | 1.61% | 6 |
|
|
2024
Q3 | $107M | Sell |
882,564
-18,793
| -2% | -$2.28M | 1.43% | 7 |
|
|
2024
Q2 | $111M | Buy |
901,357
+817,848
| +979% | +$101M | 1.77% | 6 |
|
|
2024
Q1 | $75.5M | Sell |
83,509
-8,059
| -9% | -$7.28M | 1.3% | 12 |
|
|
2023
Q4 | $45.3M | Buy |
91,568
+4,193
| +5% | +$2.08M | 0.83% | 22 |
|
|
2023
Q3 | $38M | Sell |
87,375
-9,532
| -10% | -$4.15M | 0.79% | 24 |
|
|
2023
Q2 | $41M | Sell |
96,907
-1,927
| -2% | -$815K | 0.95% | 20 |
|
|
2023
Q1 | $27.5M | Buy |
98,834
+2,054
| +2% | +$571K | 0.66% | 29 |
|
|
2022
Q4 | $14.1M | Buy |
96,780
+4,787
| +5% | +$700K | 0.36% | 63 |
|
|
2022
Q3 | $11.2M | Sell |
91,993
-4,347
| -5% | -$528K | 0.3% | 90 |
|
|
2022
Q2 | $14.6M | Buy |
96,340
+41,888
| +77% | +$6.35M | 0.37% | 59 |
|
|
2022
Q1 | $14.9M | Buy |
54,452
+1,344
| +3% | +$367K | 0.32% | 73 |
|
|
2021
Q4 | $15.6M | Buy |
+53,108
| New | +$15.6M | 0.31% | 83 |
|