CWP
Curated Wealth Partners’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.7M | Buy |
42,413
+7,143
| +20% | +$1.13M | 0.79% | 11 |
|
2025
Q1 | $3.82M | Buy |
35,270
+6,219
| +21% | +$674K | 0.49% | 14 |
|
2024
Q4 | $3.9M | Buy |
29,051
+215
| +0.7% | +$28.9K | 0.45% | 13 |
|
2024
Q3 | $3.5M | Sell |
28,836
-22
| -0.1% | -$2.67K | 0.45% | 14 |
|
2024
Q2 | $3.57M | Buy |
+28,858
| New | +$3.57M | 0.5% | 13 |
|
2024
Q1 | – | Sell |
-3,501
| Closed | -$1.73M | – | 97 |
|
2023
Q4 | $1.73M | Buy |
3,501
+185
| +6% | +$91.6K | 0.28% | 23 |
|
2023
Q3 | $1.44M | Buy |
3,316
+1,086
| +49% | +$472K | 0.26% | 25 |
|
2023
Q2 | $943K | Buy |
2,230
+357
| +19% | +$151K | 0.18% | 38 |
|
2023
Q1 | $520K | Buy |
1,873
+82
| +5% | +$22.8K | 0.12% | 67 |
|
2022
Q4 | $262K | Buy |
+1,791
| New | +$262K | 0.06% | 107 |
|
2022
Q3 | – | Sell |
-1,695
| Closed | -$257K | – | 132 |
|
2022
Q2 | $257K | Sell |
1,695
-435
| -20% | -$66K | 0.08% | 109 |
|
2022
Q1 | $626K | Hold |
2,130
| – | – | 0.21% | 65 |
|
2021
Q4 | $626K | Sell |
2,130
-78
| -4% | -$22.9K | 0.2% | 67 |
|
2021
Q3 | $457K | Buy |
2,208
+1,644
| +291% | +$340K | 0.26% | 80 |
|
2021
Q2 | $451K | Buy |
564
+151
| +37% | +$121K | 0.25% | 79 |
|
2021
Q1 | $221K | Buy |
+413
| New | +$221K | 0.14% | 131 |
|