DWM
Diversify Wealth Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.9M | Buy |
239,615
+17,214
| +8% | +$3.15M | 2.71% | 5 |
|
2025
Q1 | $24.2M | Buy |
222,401
+1,439
| +0.7% | +$157K | 1.8% | 6 |
|
2024
Q4 | $30M | Buy |
220,962
+77,699
| +54% | +$10.6M | 2.34% | 5 |
|
2024
Q3 | $20M | Buy |
143,263
+58,480
| +69% | +$8.16M | 1.93% | 5 |
|
2024
Q2 | $8.52M | Buy |
+84,783
| New | +$8.52M | 1.06% | 16 |
|