IWS
Insight Wealth Strategies’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
34,539
+811
| +2% | +$124K | 0.67% | 36 |
|
|
2025
Q1 | $3.66M | Buy |
33,728
+126
| +0.4% | +$13.7K | 0.49% | 61 |
|
|
2024
Q4 | $4.51M | Buy |
33,602
+659
| +2% | +$88.5K | 0.61% | 44 |
|
|
2024
Q3 | $4M | Sell |
32,943
-380
| -1% | -$46.1K | 0.53% | 50 |
|
|
2024
Q2 | $4.12M | Buy |
33,323
+29,125
| +694% | +$3.6M | 0.59% | 41 |
|
|
2024
Q1 | $3.79M | Sell |
4,198
-1,197
| -22% | -$1.08M | 0.56% | 41 |
|
|
2023
Q4 | $2.67M | Sell |
5,395
-1,232
| -19% | -$610K | 0.43% | 42 |
|
|
2023
Q3 | $2.88M | Sell |
6,627
-22
| -0.3% | -$9.57K | 0.56% | 33 |
|
|
2023
Q2 | $2.81M | Sell |
6,649
-331
| -5% | -$140K | 0.54% | 31 |
|
|
2023
Q1 | $1.94M | Sell |
6,980
-497
| -7% | -$138K | 0.38% | 38 |
|
|
2022
Q4 | $1.09M | Sell |
7,477
-1,262
| -14% | -$184K | 0.21% | 87 |
|
|
2022
Q3 | $1.33M | Hold |
8,739
| – | – | 0.25% | 72 |
|
|
2022
Q2 | $1.33M | Sell |
8,739
-413
| -5% | -$62.6K | 0.25% | 72 |
|
|
2022
Q1 | $2.5M | Buy |
9,152
+560
| +7% | +$153K | 0.37% | 37 |
|
|
2021
Q4 | $2.53M | Sell |
8,592
-3,782
| -31% | -$1.11M | 0.36% | 38 |
|
|
2021
Q3 | $2.56M | Buy |
12,374
+9,009
| +268% | +$1.87M | 0.36% | 34 |
|
|
2021
Q2 | $2.69M | Sell |
3,365
-1,422
| -30% | -$1.14M | 0.38% | 32 |
|
|
2021
Q1 | $2.56M | Buy |
4,787
+503
| +12% | +$269K | 0.34% | 37 |
|
|
2020
Q4 | $2.24M | Sell |
4,284
-135
| -3% | -$70.5K | 0.38% | 34 |
|
|
2020
Q3 | $2.39M | Buy |
4,419
+959
| +28% | +$519K | 0.44% | 30 |
|
|
2020
Q2 | $1.32M | Buy |
3,460
+430
| +14% | +$163K | 0.29% | 37 |
|
|
2020
Q1 | $799K | Sell |
3,030
-5,421
| -64% | -$1.43M | 0.21% | 43 |
|
|
2019
Q4 | $1.99M | Buy |
8,451
+4,705
| +126% | +$1.11M | 0.42% | 48 |
|
|
2019
Q3 | $652K | Buy |
3,746
+483
| +15% | +$84.1K | 0.15% | 95 |
|
|
2019
Q2 | $536K | Buy |
3,263
+765
| +31% | +$126K | 0.13% | 99 |
|
|
2019
Q1 | $449K | Sell |
2,498
-39
| -2% | -$7.01K | 0.13% | 100 |
|
|
2018
Q4 | $339K | Buy |
+2,537
| New | +$339K | 0.1% | 110 |
|