FWM
Focused Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Buy |
49,505
+15,765
| +47% | +$2.49M | 0.95% | 19 |
|
|
2025
Q1 | $3.66M | Buy |
33,740
+12,052
| +56% | +$1.31M | 0.49% | 31 |
|
|
2024
Q4 | $2.91M | Sell |
21,688
-2,526
| -10% | -$339K | 0.39% | 32 |
|
|
2024
Q3 | $2.94M | Buy |
24,214
+1,506
| +7% | +$183K | 0.38% | 37 |
|
|
2024
Q2 | $2.81M | Buy |
22,708
+20,385
| +878% | +$2.52M | 0.4% | 35 |
|
|
2024
Q1 | $2.1M | Sell |
2,323
-74
| -3% | -$66.9K | 0.32% | 41 |
|
|
2023
Q4 | $1.19M | Sell |
2,397
-371
| -13% | -$184K | 0.2% | 50 |
|
|
2023
Q3 | $1.2M | Sell |
2,768
-152
| -5% | -$66.1K | 0.21% | 50 |
|
|
2023
Q2 | $1.24M | Sell |
2,920
-91
| -3% | -$38.5K | 0.22% | 50 |
|
|
2023
Q1 | $836K | Buy |
3,011
+410
| +16% | +$114K | 0.17% | 57 |
|
|
2022
Q4 | $380K | Sell |
2,601
-45
| -2% | -$6.58K | 0.08% | 90 |
|
|
2022
Q3 | $321K | Buy |
2,646
+20
| +0.8% | +$2.43K | 0.07% | 99 |
|
|
2022
Q2 | $398K | Sell |
2,626
-17
| -0.6% | -$2.58K | 0.07% | 95 |
|
|
2022
Q1 | $721K | Buy |
2,643
+141
| +6% | +$38.5K | 0.11% | 78 |
|
|
2021
Q4 | $736K | Buy |
2,502
+182
| +8% | +$53.5K | 0.11% | 74 |
|
|
2021
Q3 | $481K | Buy |
2,320
+1,752
| +308% | +$363K | 0.08% | 100 |
|
|
2021
Q2 | $454K | Sell |
568
-65
| -10% | -$52K | 0.07% | 105 |
|
|
2021
Q1 | $338K | Buy |
633
+82
| +15% | +$43.8K | 0.06% | 120 |
|
|
2020
Q4 | $288K | Sell |
551
-173
| -24% | -$90.4K | 0.06% | 126 |
|
|
2020
Q3 | $392K | Buy |
724
+37
| +5% | +$20K | 0.09% | 100 |
|
|
2020
Q2 | $261K | Hold |
687
| – | – | 0.06% | 113 |
|
|
2020
Q1 | $181K | Sell |
687
-60
| -8% | -$15.8K | 0.05% | 126 |
|
|
2019
Q4 | $176K | Buy |
747
+35
| +5% | +$8.25K | 0.04% | 167 |
|
|
2019
Q3 | $124K | Sell |
712
-52
| -7% | -$9.06K | 0.03% | 205 |
|
|
2019
Q2 | $125K | Sell |
764
-35
| -4% | -$5.73K | 0.03% | 212 |
|
|
2019
Q1 | $143K | Hold |
799
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $107K | Buy |
799
+635
| +387% | +$85K | 0.04% | 212 |
|
|
2018
Q3 | $46K | Hold |
164
| – | – | 0.02% | 299 |
|
|
2018
Q2 | $39K | Hold |
164
| – | – | 0.01% | 292 |
|
|
2018
Q1 | $38K | Hold |
164
| – | – | 0.01% | 317 |
|
|
2017
Q4 | $32K | Hold |
164
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $29K | Hold |
164
| – | – | 0.01% | 306 |
|
|
2017
Q2 | $24K | Hold |
164
| – | – | 0.01% | 356 |
|
|
2017
Q1 | $18K | Hold |
164
| – | – | 0.01% | 388 |
|
|
2016
Q4 | $18K | Sell |
164
-2,836
| -95% | -$311K | 0.01% | 392 |
|
|
2016
Q3 | $206K | Sell |
3,000
-2,700
| -47% | -$185K | 0.09% | 137 |
|
|
2016
Q2 | $268K | Buy |
5,700
+5,400
| +1,800% | +$254K | 0.12% | 104 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | 0.01% | 384 |
|
|
2015
Q4 | $10K | Hold |
300
| – | – | 0.01% | 407 |
|
|
2015
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 447 |
|
|
2015
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2015
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 497 |
|
|
2014
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 486 |
|
|
2014
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 483 |
|
|
2014
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 489 |
|
|
2014
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 483 |
|
|
2013
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2013
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 453 |
|