CWS
Cypress Wealth Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
41,198
+5,963
| +17% | +$942K | 1.17% | 21 |
|
|
2025
Q1 | $3.82M | Buy |
35,235
+2,630
| +8% | +$285K | 0.77% | 30 |
|
|
2024
Q4 | $4.38M | Buy |
32,605
+3,492
| +12% | +$469K | 0.88% | 29 |
|
|
2024
Q3 | $3.54M | Buy |
29,113
+3,041
| +12% | +$369K | 0.73% | 31 |
|
|
2024
Q2 | $3.22M | Buy |
26,072
+23,687
| +993% | +$2.93M | 0.72% | 32 |
|
|
2024
Q1 | $2.16M | Buy |
2,385
+17
| +0.7% | +$15.4K | 0.5% | 48 |
|
|
2023
Q4 | $1.17M | Buy |
2,368
+67
| +3% | +$33.2K | 0.29% | 70 |
|
|
2023
Q3 | $1M | Sell |
2,301
-1,033
| -31% | -$449K | 0.28% | 69 |
|
|
2023
Q2 | $1.55M | Buy |
3,334
+200
| +6% | +$92.9K | 0.41% | 54 |
|
|
2023
Q1 | $870K | Sell |
3,134
-12
| -0.4% | -$3.33K | 0.25% | 79 |
|
|
2022
Q4 | $460K | Buy |
3,146
+92
| +3% | +$13.4K | 0.15% | 128 |
|
|
2022
Q3 | $369K | Buy |
3,054
+468
| +18% | +$56.5K | 0.13% | 142 |
|
|
2022
Q2 | $392K | Buy |
2,586
+20
| +0.8% | +$3.03K | 0.13% | 143 |
|
|
2022
Q1 | $700K | Buy |
2,566
+131
| +5% | +$35.7K | 0.19% | 89 |
|
|
2021
Q4 | $716K | Buy |
2,435
+149
| +7% | +$43.8K | 0.2% | 87 |
|
|
2021
Q3 | $474K | Buy |
2,286
+1,369
| +149% | +$284K | 0.14% | 115 |
|
|
2021
Q2 | $733K | Sell |
917
-95
| -9% | -$75.9K | 0.2% | 92 |
|
|
2021
Q1 | $541K | Sell |
1,012
-122
| -11% | -$65.2K | 0.11% | 143 |
|
|
2020
Q4 | $592K | Buy |
+1,134
| New | +$592K | 0.13% | 123 |
|
|
2020
Q3 | – | Sell |
-1,558
| Closed | -$592K | – | 172 |
|
|
2020
Q2 | $592K | Buy |
1,558
+45
| +3% | +$17.1K | 0.14% | 132 |
|
|
2020
Q1 | $399K | Sell |
1,513
-17
| -1% | -$4.48K | 0.12% | 147 |
|
|
2019
Q4 | $360K | Buy |
1,530
+144
| +10% | +$33.9K | 0.09% | 168 |
|
|
2019
Q3 | $241K | Sell |
1,386
-13
| -0.9% | -$2.26K | 0.07% | 212 |
|
|
2019
Q2 | $230K | Buy |
1,399
+35
| +3% | +$5.75K | 0.07% | 226 |
|
|
2019
Q1 | $245K | Sell |
1,364
-169
| -11% | -$30.4K | 0.08% | 209 |
|
|
2018
Q4 | $205K | Buy |
1,533
+688
| +81% | +$92K | 0.08% | 195 |
|
|
2018
Q3 | $237K | Buy |
845
+1
| +0.1% | +$280 | 0.08% | 191 |
|
|
2018
Q2 | $200K | Buy |
+844
| New | +$200K | 0.08% | 212 |
|