JWM
Janiczek Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.17M | Buy |
41,872
+37,647
| +891% | +$4.65M | 1.08% | 17 |
|
|
2024
Q1 | $3.82M | Buy |
4,225
+891
| +27% | +$805K | 0.81% | 19 |
|
|
2023
Q4 | $1.65M | Buy |
3,334
+750
| +29% | +$371K | 0.4% | 30 |
|
|
2023
Q3 | $1.12M | Buy |
2,584
+516
| +25% | +$224K | 0.3% | 34 |
|
|
2023
Q2 | $875K | Buy |
2,068
+373
| +22% | +$158K | 0.24% | 38 |
|
|
2023
Q1 | $454K | Buy |
1,695
+398
| +31% | +$106K | 0.13% | 58 |
|
|
2022
Q4 | $214K | Buy |
1,297
+74
| +6% | +$12.2K | 0.06% | 113 |
|
|
2022
Q3 | $143K | Sell |
1,223
-543
| -31% | -$63.5K | 0.05% | 141 |
|
|
2022
Q2 | $321K | Sell |
1,766
-1,107
| -39% | -$201K | 0.1% | 67 |
|
|
2022
Q1 | $783K | Buy |
2,873
+197
| +7% | +$53.7K | 0.22% | 40 |
|
|
2021
Q4 | $787K | Buy |
2,676
+140
| +6% | +$41.2K | 0.24% | 37 |
|
|
2021
Q3 | $525K | Buy |
2,536
+2,109
| +494% | +$437K | 0.19% | 41 |
|
|
2021
Q2 | $342K | Buy |
427
+201
| +89% | +$161K | 0.12% | 51 |
|
|
2021
Q1 | $121K | Sell |
226
-132
| -37% | -$70.7K | 0.05% | 121 |
|
|
2020
Q4 | $187K | Buy |
358
+280
| +359% | +$146K | 0.09% | 63 |
|
|
2020
Q3 | $42K | Buy |
+78
| New | +$42K | 0.02% | 106 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$28K | – | 174 |
|
|
2018
Q3 | $28K | Buy |
+100
| New | +$28K | 0.01% | 77 |
|