EWM
Empirical Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174M | Buy |
1,099,078
+218,692
| +25% | +$34.6M | 3.92% | 5 |
|
|
2025
Q1 | $95.4M | Buy |
880,386
+200,621
| +30% | +$21.7M | 2.45% | 10 |
|
|
2024
Q4 | $91.3M | Buy |
679,765
+222,564
| +49% | +$29.9M | 2.48% | 9 |
|
|
2024
Q3 | $55.5M | Sell |
457,201
-412,077
| -47% | -$50M | 1.56% | 14 |
|
|
2024
Q2 | $107M | Buy |
869,278
+717,831
| +474% | +$88.7M | 3.18% | 5 |
|
|
2024
Q1 | $137M | Sell |
151,447
-13,874
| -8% | -$12.5M | 4.13% | 4 |
|
|
2023
Q4 | $81.9M | Buy |
165,321
+104,135
| +170% | +$51.6M | 2.72% | 8 |
|
|
2023
Q3 | $26.6M | Buy |
61,186
+7,591
| +14% | +$3.3M | 1.04% | 20 |
|
|
2023
Q2 | $22.7M | Buy |
53,595
+23,885
| +80% | +$10.1M | 0.91% | 24 |
|
|
2023
Q1 | $8.25M | Sell |
29,710
-2,182
| -7% | -$606K | 0.36% | 58 |
|
|
2022
Q4 | $4.66M | Sell |
31,892
-7,197
| -18% | -$1.05M | 0.22% | 85 |
|
|
2022
Q3 | $4.75M | Buy |
39,089
+17,317
| +80% | +$2.1M | 0.25% | 79 |
|
|
2022
Q2 | $3.3M | Sell |
21,772
-2,796
| -11% | -$424K | 0.17% | 93 |
|
|
2022
Q1 | $6.7M | Sell |
24,568
-357
| -1% | -$97.4K | 0.33% | 54 |
|
|
2021
Q4 | $7.33M | Sell |
24,925
-3,507
| -12% | -$1.03M | 0.37% | 50 |
|
|
2021
Q3 | $5.89M | Buy |
28,432
+25,347
| +822% | +$5.25M | 0.34% | 54 |
|
|
2021
Q2 | $2.47M | Buy |
3,085
+1,018
| +49% | +$814K | 0.15% | 93 |
|
|
2021
Q1 | $1.1M | Sell |
2,067
-3,930
| -66% | -$2.1M | 0.09% | 145 |
|
|
2020
Q4 | $3.13M | Buy |
5,997
+3,306
| +123% | +$1.73M | 0.24% | 63 |
|
|
2020
Q3 | $1.46M | Sell |
2,691
-6,051
| -69% | -$3.27M | 0.12% | 111 |
|
|
2020
Q2 | $3.32M | Sell |
8,742
-45
| -0.5% | -$17.1K | 0.31% | 51 |
|
|
2020
Q1 | $2.32M | Sell |
8,787
-1,212
| -12% | -$319K | 0.25% | 61 |
|
|
2019
Q4 | $2.35M | Sell |
9,999
-5,392
| -35% | -$1.27M | 0.26% | 58 |
|
|
2019
Q3 | $2.68M | Buy |
15,391
+487
| +3% | +$84.8K | 0.32% | 47 |
|
|
2019
Q2 | $2.45M | Buy |
14,904
+12,376
| +490% | +$2.03M | 0.32% | 49 |
|
|
2019
Q1 | $454K | Sell |
2,528
-104
| -4% | -$18.7K | 0.07% | 144 |
|
|
2018
Q4 | $351K | Buy |
+2,632
| New | +$351K | 0.06% | 147 |
|