IW
Instrumental Wealth’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.99M | Sell |
11,665
-115
| -1% | -$19.6K | 1.58% | 12 |
|
2025
Q1 | $1.31M | Buy |
11,780
+1,552
| +15% | +$172K | 1.18% | 14 |
|
2024
Q4 | $1.37M | Buy |
10,228
+768
| +8% | +$103K | 1.3% | 12 |
|
2024
Q3 | $1.31M | Buy |
9,460
+506
| +6% | +$69.9K | 1.27% | 14 |
|
2024
Q2 | $1.01M | Buy |
8,954
+8,094
| +941% | +$909K | 1.04% | 17 |
|
2024
Q1 | $980K | Buy |
860
+61
| +8% | +$69.5K | 0.43% | 19 |
|
2023
Q4 | $490K | Buy |
799
+42
| +6% | +$25.8K | 0.53% | 21 |
|
2023
Q3 | $333K | Buy |
757
+163
| +27% | +$71.6K | 0.39% | 22 |
|
2023
Q2 | $261K | Buy |
+594
| New | +$261K | 0.31% | 24 |
|