JWM
Jessup Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Sell |
131,038
-4,425
| -3% | -$699K | 8.31% | 2 |
|
|
2025
Q1 | $14.7M | Sell |
135,463
-4,516
| -3% | -$489K | 6.17% | 3 |
|
|
2024
Q4 | $18.8M | Sell |
139,979
-2,936
| -2% | -$394K | 8.01% | 3 |
|
|
2024
Q3 | $17.4M | Buy |
142,915
+37,538
| +36% | +$4.56M | 7.96% | 3 |
|
|
2024
Q2 | $13M | Buy |
105,377
+94,124
| +836% | +$11.6M | 5.55% | 3 |
|
|
2024
Q1 | $10.2M | Buy |
11,253
+636
| +6% | +$575K | 4.35% | 5 |
|
|
2023
Q4 | $5.26M | Sell |
10,617
-312
| -3% | -$155K | 2.63% | 16 |
|
|
2023
Q3 | $4.75M | Sell |
10,929
-1,176
| -10% | -$512K | 2.74% | 17 |
|
|
2023
Q2 | $5.12M | Sell |
12,105
-19,174
| -61% | -$8.11M | 2.74% | 13 |
|
|
2023
Q1 | $8.69M | Buy |
31,279
+168
| +0.5% | +$46.7K | 5.15% | 4 |
|
|
2022
Q4 | $4.55M | Buy |
+31,111
| New | +$4.55M | 2.88% | 14 |
|