CWM
Cornerstone Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Buy |
247,049
+4,276
| +2% | +$676K | 2.37% | 6 |
|
|
2025
Q1 | $26.3M | Buy |
242,773
+3,138
| +1% | +$340K | 1.78% | 6 |
|
|
2024
Q4 | $32.2M | Sell |
239,635
-806
| -0.3% | -$108K | 2.17% | 6 |
|
|
2024
Q3 | $29.2M | Buy |
240,441
+8,801
| +4% | +$1.07M | 2.06% | 6 |
|
|
2024
Q2 | $28.6M | Buy |
231,640
+210,150
| +978% | +$26M | 2.2% | 6 |
|
|
2024
Q1 | $19.4M | Sell |
21,490
-783
| -4% | -$707K | 1.57% | 8 |
|
|
2023
Q4 | $11M | Sell |
22,273
-716
| -3% | -$355K | 0.95% | 19 |
|
|
2023
Q3 | $10M | Buy |
22,989
+1,653
| +8% | +$719K | 0.94% | 20 |
|
|
2023
Q2 | $9.03M | Buy |
21,336
+6,671
| +45% | +$2.82M | 0.81% | 28 |
|
|
2023
Q1 | $4.07M | Buy |
+14,665
| New | +$4.07M | 0.4% | 54 |
|
|
2022
Q3 | $1.42M | Sell |
11,726
-85
| -0.7% | -$10.3K | 0.16% | 124 |
|
|
2022
Q2 | $1.79M | Buy |
11,811
+2,657
| +29% | +$403K | 0.2% | 109 |
|
|
2022
Q1 | $2.5M | Sell |
9,154
-1,497
| -14% | -$409K | 0.24% | 83 |
|
|
2021
Q4 | $3.13M | Buy |
10,651
+2,161
| +25% | +$635K | 0.3% | 78 |
|
|
2021
Q3 | $1.76M | Buy |
8,490
+6,759
| +390% | +$1.4M | 0.19% | 122 |
|
|
2021
Q2 | $1.39M | Buy |
1,731
+47
| +3% | +$37.6K | 0.15% | 144 |
|
|
2021
Q1 | $899K | Buy |
1,684
+166
| +11% | +$88.6K | 0.11% | 182 |
|
|
2020
Q4 | $793K | Buy |
1,518
+75
| +5% | +$39.2K | 0.1% | 184 |
|
|
2020
Q3 | $781K | Buy |
1,443
+81
| +6% | +$43.8K | 0.12% | 169 |
|
|
2020
Q2 | $517K | Buy |
1,362
+64
| +5% | +$24.3K | 0.08% | 211 |
|
|
2020
Q1 | $342K | Buy |
1,298
+190
| +17% | +$50.1K | 0.07% | 247 |
|
|
2019
Q4 | $261K | Sell |
1,108
-210
| -16% | -$49.5K | 0.04% | 290 |
|
|
2019
Q3 | $229K | Sell |
1,318
-113
| -8% | -$19.6K | 0.04% | 308 |
|
|
2019
Q2 | $232K | Buy |
1,431
+165
| +13% | +$26.8K | 0.04% | 318 |
|
|
2019
Q1 | $631K | Buy |
+1,266
| New | +$631K | 0.08% | 248 |
|
|
2018
Q4 | – | Sell |
-146,274
| Closed | -$789K | – | 887 |
|
|
2018
Q3 | $789K | Sell |
146,274
-63,288
| -30% | -$341K | 0.01% | 774 |
|
|
2018
Q2 | $865K | Buy |
+209,562
| New | +$865K | 0.01% | 821 |
|