DWM
Dogwood Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
18,845
+3,446
| +22% | +$551K | 1.47% | 18 |
|
|
2025
Q1 | $1.67M | Buy |
15,399
+1,317
| +9% | +$143K | 0.88% | 29 |
|
|
2024
Q4 | $1.89M | Buy |
14,082
+1,501
| +12% | +$202K | 1% | 28 |
|
|
2024
Q3 | $1.53M | Buy |
12,581
+96
| +0.8% | +$11.7K | 0.88% | 31 |
|
|
2024
Q2 | $1.54M | Buy |
12,485
+11,322
| +974% | +$1.4M | 0.95% | 28 |
|
|
2024
Q1 | $1.05M | Sell |
1,163
-203
| -15% | -$183K | 0.71% | 32 |
|
|
2023
Q4 | $677K | Buy |
+1,366
| New | +$677K | 0.53% | 35 |
|