HPWM
High Pines Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $807K | Buy |
1,629
+54
| +3% | +$26.7K | 1.23% | 13 |
|
|
2023
Q3 | $685K | Sell |
1,575
-478
| -23% | -$208K | 1.13% | 13 |
|
|
2023
Q2 | $868K | Sell |
2,053
-1
| -0% | -$423 | 1.32% | 11 |
|
|
2023
Q1 | $571K | Buy |
2,054
+8
| +0.4% | +$2.22K | 0.95% | 14 |
|
|
2022
Q4 | $299K | Buy |
2,046
+7
| +0.3% | +$1.02K | 0.52% | 25 |
|
|
2022
Q3 | $248K | Buy |
2,039
+557
| +38% | +$67.7K | 0.47% | 25 |
|
|
2022
Q2 | $225K | Sell |
1,482
-21,335
| -94% | -$3.24M | 0.42% | 25 |
|
|
2022
Q1 | $6.23M | Sell |
22,817
-1,976
| -8% | -$539K | 4.58% | 6 |
|
|
2021
Q4 | $7.29M | Sell |
24,793
-652
| -3% | -$192K | 5.08% | 6 |
|
|
2021
Q3 | $5.27M | Buy |
25,445
+19,419
| +322% | +$4.02M | 3.62% | 8 |
|
|
2021
Q2 | $4.82M | Buy |
6,026
+150
| +3% | +$120K | 3.64% | 7 |
|
|
2021
Q1 | $3.14M | Sell |
5,876
-2,498
| -30% | -$1.33M | 2.77% | 19 |
|
|
2020
Q4 | $4.37M | Buy |
+8,374
| New | +$4.37M | 4.04% | 8 |
|