EWM
Edge Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
10,198
+60
| +0.6% | +$9.49K | 0.31% | 32 |
|
|
2025
Q1 | $1.1M | Buy |
10,138
+2,282
| +29% | +$247K | 0.22% | 32 |
|
|
2024
Q4 | $1.06M | Sell |
7,856
-94
| -1% | -$12.6K | 0.21% | 35 |
|
|
2024
Q3 | $965K | Sell |
7,950
-682
| -8% | -$82.8K | 0.19% | 35 |
|
|
2024
Q2 | $1.07M | Buy |
8,632
+7,375
| +587% | +$911K | 0.22% | 33 |
|
|
2024
Q1 | $1.14M | Sell |
1,257
-210
| -14% | -$190K | 0.24% | 34 |
|
|
2023
Q4 | $727K | Buy |
1,467
+13
| +0.9% | +$6.44K | 0.16% | 41 |
|
|
2023
Q3 | $633K | Sell |
1,454
-725
| -33% | -$315K | 0.15% | 46 |
|
|
2023
Q2 | $922K | Sell |
2,179
-1,047
| -32% | -$443K | 0.2% | 42 |
|
|
2023
Q1 | $895K | Sell |
3,226
-304
| -9% | -$84.4K | 0.21% | 44 |
|
|
2022
Q4 | $509K | Sell |
3,530
-200
| -5% | -$28.8K | 0.12% | 52 |
|
|
2022
Q3 | $460K | Buy |
3,730
+1,110
| +42% | +$137K | 0.1% | 53 |
|
|
2022
Q2 | $397K | Buy |
+2,620
| New | +$397K | 0.09% | 56 |
|
|
2022
Q1 | – | Sell |
-520
| Closed | -$153K | – | 337 |
|
|
2021
Q4 | $153K | Buy |
520
+200
| +63% | +$58.8K | 0.03% | 101 |
|
|
2021
Q3 | $66K | Buy |
320
+268
| +515% | +$55.3K | 0.01% | 166 |
|
|
2021
Q2 | $42K | Hold |
52
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $28K | Buy |
52
+16
| +44% | +$8.62K | 0.01% | 234 |
|
|
2020
Q4 | $19K | Sell |
36
-62
| -63% | -$32.7K | ﹤0.01% | 246 |
|
|
2020
Q3 | $53K | Sell |
98
-153
| -61% | -$82.7K | 0.01% | 198 |
|
|
2020
Q2 | $95K | Sell |
251
-3,251
| -93% | -$1.23M | 0.02% | 205 |
|
|
2020
Q1 | $928K | Buy |
3,502
+3,384
| +2,868% | +$897K | 0.2% | 66 |
|
|
2019
Q4 | $28K | Buy |
118
+30
| +34% | +$7.12K | 0.01% | 301 |
|
|
2019
Q3 | $15K | Hold |
88
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $14K | Hold |
88
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $16K | Sell |
88
-689
| -89% | -$125K | ﹤0.01% | 351 |
|
|
2018
Q4 | $104K | Buy |
777
+651
| +517% | +$87.1K | 0.03% | 180 |
|
|
2018
Q3 | $35K | Sell |
126
-66
| -34% | -$18.3K | 0.01% | 294 |
|
|
2018
Q2 | $45K | Hold |
192
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $44K | Sell |
192
-2
| -1% | -$458 | 0.01% | 234 |
|
|
2017
Q4 | $37K | Hold |
194
| – | – | 0.01% | 248 |
|
|
2017
Q3 | $35K | Hold |
194
| – | – | 0.01% | 252 |
|
|
2017
Q2 | $28K | Buy |
194
+75
| +63% | +$10.8K | 0.01% | 259 |
|
|
2017
Q1 | $13K | Buy |
+119
| New | +$13K | ﹤0.01% | 321 |
|