JWM
Jackson Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
72,114
-2,749
| -4% | -$434K | 1.24% | 17 |
|
|
2025
Q1 | $8.11M | Buy |
74,863
+3,322
| +5% | +$360K | 0.99% | 23 |
|
|
2024
Q4 | $9.61M | Buy |
71,541
+2,843
| +4% | +$382K | 1.09% | 21 |
|
|
2024
Q3 | $8.34M | Buy |
68,698
+49,590
| +260% | +$6.02M | 1% | 24 |
|
|
2024
Q2 | $2.36M | Buy |
19,108
+15,762
| +471% | +$1.95M | 0.51% | 51 |
|
|
2024
Q1 | $3.02M | Buy |
+3,346
| New | +$3.02M | 0.38% | 60 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$800K | – | 109 |
|
|
2021
Q2 | $800K | Buy |
+1,000
| New | +$800K | 0.1% | 99 |
|
|
2021
Q1 | – | Sell |
-1,300
| Closed | -$679K | – | 139 |
|
|
2020
Q4 | $679K | Buy |
+1,300
| New | +$679K | 0.09% | 108 |
|