CWP
Cyndeo Wealth Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.3M | Buy |
273,917
+16,584
| +6% | +$2.62M | 2.57% | 4 |
|
|
2025
Q1 | $27.9M | Buy |
257,333
+52,061
| +25% | +$5.64M | 1.83% | 5 |
|
|
2024
Q4 | $27.6M | Buy |
205,272
+6,685
| +3% | +$898K | 1.86% | 5 |
|
|
2024
Q3 | $24.1M | Buy |
198,587
+64,423
| +48% | +$7.82M | 1.68% | 5 |
|
|
2024
Q2 | $16.6M | Buy |
134,164
+120,224
| +862% | +$14.9M | 1.3% | 10 |
|
|
2024
Q1 | $12.6M | Buy |
13,940
+3,250
| +30% | +$2.94M | 1.05% | 18 |
|
|
2023
Q4 | $5.29M | Buy |
10,690
+124
| +1% | +$61.4K | 0.49% | 60 |
|
|
2023
Q3 | $4.6M | Buy |
10,566
+1,483
| +16% | +$645K | 0.48% | 61 |
|
|
2023
Q2 | $3.84M | Buy |
9,083
+86
| +1% | +$36.4K | 0.4% | 81 |
|
|
2023
Q1 | $2.5M | Sell |
8,997
-386
| -4% | -$107K | 0.27% | 108 |
|
|
2022
Q4 | $1.37M | Buy |
+9,383
| New | +$1.37M | 0.16% | 146 |
|