JPWM
Jamison Private Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
194,758
+3,082
| +2% | +$487K | 4.42% | 2 |
|
|
2025
Q1 | $20.8M | Sell |
191,676
-1,071
| -0.6% | -$116K | 3.17% | 3 |
|
|
2024
Q4 | $25.9M | Buy |
192,747
+1,054
| +0.5% | +$142K | 3.82% | 3 |
|
|
2024
Q3 | $23.3M | Buy |
191,693
+1,459
| +0.8% | +$177K | 3.54% | 4 |
|
|
2024
Q2 | $23.5M | Buy |
190,234
+171,146
| +897% | +$21.1M | 3.91% | 4 |
|
|
2024
Q1 | $17.2M | Sell |
19,088
-334
| -2% | -$302K | 2.92% | 5 |
|
|
2023
Q4 | $9.62M | Sell |
19,422
-110
| -0.6% | -$54.5K | 1.8% | 12 |
|
|
2023
Q3 | $8.5M | Buy |
+19,532
| New | +$8.5M | 1.76% | 12 |
|