IWP
Insight Wealth Partners’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.49M | Buy |
28,392
+217
| +0.8% | +$34.3K | 1.74% | 10 |
|
2025
Q1 | $3.05M | Sell |
28,175
-2,084
| -7% | -$226K | 0.51% | 15 |
|
2024
Q4 | $4.06M | Buy |
30,259
+520
| +2% | +$69.8K | 0.56% | 11 |
|
2024
Q3 | $3.61M | Sell |
29,739
-4,388
| -13% | -$533K | 0.71% | 11 |
|
2024
Q2 | $4.22M | Buy |
34,127
+31,076
| +1,019% | +$3.84M | 0.73% | 8 |
|
2024
Q1 | $2.76M | Buy |
3,051
+522
| +21% | +$472K | 0.47% | 15 |
|
2023
Q4 | $1.25M | Buy |
2,529
+831
| +49% | +$412K | 0.22% | 24 |
|
2023
Q3 | $739K | Buy |
1,698
+12
| +0.7% | +$5.22K | 0.14% | 34 |
|
2023
Q2 | $713K | Buy |
1,686
+38
| +2% | +$16.1K | 0.17% | 39 |
|
2023
Q1 | $458K | Sell |
1,648
-15
| -0.9% | -$4.17K | 0.1% | 40 |
|
2022
Q4 | $243K | Sell |
1,663
-6
| -0.4% | -$877 | 0.18% | 48 |
|
2022
Q3 | $203K | Sell |
1,669
-13
| -0.8% | -$1.58K | 0.19% | 56 |
|
2022
Q2 | $255K | Sell |
1,682
-72
| -4% | -$10.9K | 0.19% | 48 |
|
2022
Q1 | $479K | Buy |
1,754
+181
| +12% | +$49.4K | 0.27% | 41 |
|
2021
Q4 | $463K | Buy |
+1,573
| New | +$463K | 0.09% | 48 |
|