IWM
Iams Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
24,312
+2,296
| +10% | +$363K | 1.76% | 8 |
|
|
2025
Q1 | $2.39M | Buy |
22,016
+4,502
| +26% | +$488K | 1.09% | 28 |
|
|
2024
Q4 | $2.35M | Buy |
17,514
+600
| +4% | +$80.6K | 1.08% | 26 |
|
|
2024
Q3 | $2.05M | Sell |
16,914
-4,472
| -21% | -$543K | 1.01% | 27 |
|
|
2024
Q2 | $2.64M | Buy |
21,386
+19,733
| +1,194% | +$2.44M | 1.45% | 12 |
|
|
2024
Q1 | $1.28M | Buy |
1,653
+745
| +82% | +$579K | 0.78% | 39 |
|
|
2023
Q4 | $450K | Buy |
908
+203
| +29% | +$101K | 0.29% | 88 |
|
|
2023
Q3 | $307K | Buy |
+705
| New | +$307K | 0.21% | 96 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 102 |
|