IWC
Integrated Wealth Concepts’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181M | Buy |
1,146,070
+34,575
| +3% | +$5.46M | 1.82% | 6 |
|
|
2025
Q1 | $120M | Buy |
1,111,495
+45,435
| +4% | +$4.92M | 1.4% | 7 |
|
|
2024
Q4 | $143M | Buy |
1,066,060
+120,982
| +13% | +$16.2M | 1.66% | 6 |
|
|
2024
Q3 | $115M | Buy |
945,078
+12,895
| +1% | +$1.57M | 1.4% | 6 |
|
|
2024
Q2 | $115M | Buy |
932,183
+845,639
| +977% | +$104M | 1.57% | 6 |
|
|
2024
Q1 | $78.2M | Buy |
86,544
+10,430
| +14% | +$9.42M | 1.13% | 8 |
|
|
2023
Q4 | $37.7M | Sell |
76,114
-3,619
| -5% | -$1.79M | 0.62% | 25 |
|
|
2023
Q3 | $34.7M | Sell |
79,733
-8,905
| -10% | -$3.87M | 0.61% | 24 |
|
|
2023
Q2 | $37.5M | Buy |
88,638
+15,723
| +22% | +$6.65M | 0.64% | 26 |
|
|
2023
Q1 | $20.3M | Buy |
72,915
+33,892
| +87% | +$9.41M | 0.42% | 51 |
|
|
2022
Q4 | $5.7M | Buy |
39,023
+869
| +2% | +$127K | 0.16% | 136 |
|
|
2022
Q3 | $4.63M | Buy |
38,154
+432
| +1% | +$52.4K | 0.15% | 144 |
|
|
2022
Q2 | $5.72M | Buy |
37,722
+1,239
| +3% | +$188K | 0.18% | 124 |
|
|
2022
Q1 | $9.96M | Sell |
36,483
-1,406
| -4% | -$384K | 0.3% | 71 |
|
|
2021
Q4 | $11.1M | Buy |
37,889
+4,992
| +15% | +$1.47M | 0.33% | 64 |
|
|
2021
Q3 | $6.82M | Buy |
32,897
+25,664
| +355% | +$5.32M | 0.22% | 92 |
|
|
2021
Q2 | $5.79M | Buy |
7,233
+384
| +6% | +$307K | 0.21% | 100 |
|
|
2021
Q1 | $3.66M | Buy |
6,849
+3,186
| +87% | +$1.7M | 0.15% | 122 |
|
|
2020
Q4 | $1.91M | Buy |
3,663
+263
| +8% | +$137K | 0.09% | 157 |
|
|
2020
Q3 | $1.84M | Buy |
3,400
+463
| +16% | +$251K | 0.11% | 136 |
|
|
2020
Q2 | $1.12M | Buy |
2,937
+1,726
| +143% | +$656K | 0.08% | 158 |
|
|
2020
Q1 | $319K | Sell |
1,211
-245
| -17% | -$64.5K | 0.03% | 300 |
|
|
2019
Q4 | $343K | Buy |
+1,456
| New | +$343K | 0.03% | 340 |
|
|
2019
Q2 | – | Sell |
-1,449
| Closed | -$260K | – | 398 |
|
|
2019
Q1 | $260K | Buy |
+1,449
| New | +$260K | 0.04% | 271 |
|
|
2018
Q4 | – | Sell |
-1,368
| Closed | -$396K | – | 283 |
|
|
2018
Q3 | $396K | Buy |
1,368
+162
| +13% | +$46.9K | 0.12% | 142 |
|
|
2018
Q2 | $292K | Buy |
+1,206
| New | +$292K | 0.1% | 160 |
|