IW
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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