IFWM
Institute for Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Sell |
787,254
-8,284
| -1% | -$1.31M | 13.87% | 1 |
|
|
2025
Q1 | $86.2M | Sell |
795,538
-1,787
| -0.2% | -$194K | 11.06% | 1 |
|
|
2024
Q4 | $107M | Sell |
797,325
-11,450
| -1% | -$1.54M | 13.41% | 1 |
|
|
2024
Q3 | $98.2M | Sell |
808,775
-5,560
| -0.7% | -$675K | 12.39% | 1 |
|
|
2024
Q2 | $101M | Buy |
814,335
+732,496
| +895% | +$90.5M | 13.48% | 1 |
|
|
2024
Q1 | $73.9M | Sell |
81,839
-1,541
| -2% | -$1.39M | 9.53% | 1 |
|
|
2023
Q4 | $41.3M | Sell |
83,380
-135
| -0.2% | -$66.9K | 6.7% | 1 |
|
|
2023
Q3 | $36.3M | Sell |
83,515
-141
| -0.2% | -$61.3K | 6.55% | 1 |
|
|
2023
Q2 | $35.4M | Sell |
83,656
-691
| -0.8% | -$292K | 5.97% | 1 |
|
|
2023
Q1 | $23.4M | Sell |
84,347
-1,237
| -1% | -$344K | 4.47% | 1 |
|
|
2022
Q4 | $12.5M | Buy |
85,584
+1,418
| +2% | +$207K | 2.63% | 2 |
|
|
2022
Q3 | $10.2M | Sell |
84,166
-874
| -1% | -$106K | 2.29% | 3 |
|
|
2022
Q2 | $12.9M | Sell |
85,040
-180
| -0.2% | -$27.3K | 2.53% | 3 |
|
|
2022
Q1 | $23.3M | Buy |
85,220
+10,516
| +14% | +$2.87M | 3.76% | 2 |
|
|
2021
Q4 | $22M | Sell |
74,704
-363
| -0.5% | -$107K | 3.58% | 2 |
|
|
2021
Q3 | $15.6M | Buy |
75,067
+56,145
| +297% | +$11.6M | 2.73% | 2 |
|
|
2021
Q2 | $15.1M | Sell |
18,922
-231
| -1% | -$185K | 2.66% | 2 |
|
|
2021
Q1 | $10.2M | Sell |
19,153
-94
| -0.5% | -$50.2K | 1.94% | 4 |
|
|
2020
Q4 | $10.1M | Sell |
19,247
-541
| -3% | -$283K | 2% | 5 |
|
|
2020
Q3 | $10.7M | Sell |
19,788
-453
| -2% | -$245K | 2.44% | 3 |
|
|
2020
Q2 | $7.69M | Buy |
20,241
+613
| +3% | +$233K | 1.88% | 5 |
|
|
2020
Q1 | $5.17M | Sell |
19,628
-2,514
| -11% | -$663K | 1.6% | 6 |
|
|
2019
Q4 | $5.21M | Buy |
22,142
+518
| +2% | +$122K | 1.18% | 8 |
|
|
2019
Q3 | $3.76M | Sell |
21,624
-615
| -3% | -$107K | 0.95% | 15 |
|
|
2019
Q2 | $3.65M | Sell |
22,239
-1,179
| -5% | -$194K | 0.81% | 17 |
|
|
2019
Q1 | $4.21M | Sell |
23,418
-99
| -0.4% | -$17.8K | 0.91% | 15 |
|
|
2018
Q4 | $3.14M | Buy |
23,517
+210
| +0.9% | +$28K | 1.29% | 11 |
|
|
2018
Q3 | $6.22M | Buy |
23,307
+269
| +1% | +$71.8K | 2.1% | 5 |
|
|
2018
Q2 | $5.47M | Buy |
23,038
+12
| +0.1% | +$2.85K | 1.74% | 9 |
|
|
2018
Q1 | $5.17M | Buy |
23,026
+109
| +0.5% | +$24.5K | 1.53% | 9 |
|
|
2017
Q4 | $4.43M | Sell |
22,917
-1,935
| -8% | -$374K | 1.02% | 11 |
|
|
2017
Q3 | $4.45M | Buy |
24,852
+146
| +0.6% | +$26.1K | 1.45% | 8 |
|
|
2017
Q2 | $3.57M | Buy |
+24,706
| New | +$3.57M | 0.98% | 9 |
|