CWP
Core Wealth Partners’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.33M | Buy |
27,405
+3,487
| +15% | +$551K | 2.2% | 9 |
|
2025
Q1 | $2.59M | Buy |
23,918
+1,738
| +8% | +$188K | 1.51% | 15 |
|
2024
Q4 | $2.98M | Buy |
22,180
+857
| +4% | +$115K | 1.71% | 11 |
|
2024
Q3 | $2.59M | Buy |
21,323
+1,476
| +7% | +$179K | 1.57% | 12 |
|
2024
Q2 | $2.45M | Buy |
19,847
+17,941
| +941% | +$2.22M | 1.68% | 13 |
|
2024
Q1 | $1.72M | Buy |
1,906
+21
| +1% | +$19K | 1.3% | 17 |
|
2023
Q4 | $933K | Buy |
1,885
+149
| +9% | +$73.8K | 0.76% | 27 |
|
2023
Q3 | $755K | Buy |
1,736
+259
| +18% | +$113K | 0.69% | 32 |
|
2023
Q2 | $625K | Sell |
1,477
-150
| -9% | -$63.5K | 0.58% | 43 |
|
2023
Q1 | $452K | Buy |
+1,627
| New | +$452K | 0.45% | 55 |
|