JWM
Jupiter Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
68,051
+10,530
| +18% | +$1.91M | 6.24% | 3 |
|
|
2025
Q1 | $7.8M | Sell |
57,521
-10,236
| -15% | -$1.39M | 4.72% | 6 |
|
|
2024
Q4 | $9.1M | Buy |
67,757
+3,770
| +6% | +$506K | 4.56% | 4 |
|
|
2024
Q3 | $7.77M | Buy |
63,987
+3,360
| +6% | +$408K | 3.98% | 4 |
|
|
2024
Q2 | $7.09M | Buy |
60,627
+55,011
| +980% | +$6.44M | 3.76% | 5 |
|
|
2024
Q1 | $5.08M | Buy |
5,616
+2,178
| +63% | +$1.97M | 2.69% | 11 |
|
|
2023
Q4 | $1.7M | Hold |
3,438
| – | – | 1% | 27 |
|
|
2023
Q3 | $1.66M | Buy |
3,438
+2,638
| +330% | +$1.28M | 1.08% | 25 |
|
|
2023
Q2 | $338K | Buy |
+800
| New | +$338K | 0.29% | 53 |
|
|
2022
Q2 | – | Sell |
-4,886
| Closed | -$1.33M | – | 75 |
|
|
2022
Q1 | $1.33M | Buy |
4,886
+3,585
| +276% | +$978K | 0.83% | 32 |
|
|
2021
Q4 | $382K | Hold |
1,301
| – | – | 0.2% | 67 |
|
|
2021
Q3 | $383K | Hold |
1,301
| – | – | 0.18% | 72 |
|
|
2021
Q2 | $264K | Buy |
+1,301
| New | +$264K | 0.13% | 80 |
|