KWM
Keebeck Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
98,123
+4,833
| +5% | +$764K | 2.03% | 8 |
|
|
2025
Q1 | $10.1M | Sell |
93,290
-6,565
| -7% | -$712K | 1.49% | 12 |
|
|
2024
Q4 | $13.4M | Buy |
99,855
+973
| +1% | +$131K | 1.93% | 8 |
|
|
2024
Q3 | $12M | Sell |
98,882
-2,400
| -2% | -$291K | 1.74% | 11 |
|
|
2024
Q2 | $12.5M | Buy |
101,282
+90,386
| +830% | +$11.2M | 1.84% | 9 |
|
|
2024
Q1 | $9.85M | Sell |
10,896
-1,410
| -11% | -$1.27M | 1.45% | 12 |
|
|
2023
Q4 | $6.09M | Buy |
12,306
+725
| +6% | +$359K | 1.01% | 20 |
|
|
2023
Q3 | $5.04M | Sell |
11,581
-468
| -4% | -$204K | 0.88% | 24 |
|
|
2023
Q2 | $5.1M | Buy |
12,049
+188
| +2% | +$79.5K | 0.7% | 38 |
|
|
2023
Q1 | $3.29M | Sell |
11,861
-742
| -6% | -$206K | 0.53% | 49 |
|
|
2022
Q4 | $1.84M | Sell |
12,603
-686
| -5% | -$100K | 0.32% | 74 |
|
|
2022
Q3 | $1.61M | Sell |
13,289
-4,614
| -26% | -$560K | 0.31% | 75 |
|
|
2022
Q2 | $2.71M | Buy |
17,903
+5,035
| +39% | +$763K | 0.52% | 44 |
|
|
2022
Q1 | $3.51M | Buy |
12,868
+235
| +2% | +$64.1K | 0.58% | 37 |
|
|
2021
Q4 | $3.72M | Buy |
12,633
+123
| +1% | +$36.2K | 0.66% | 35 |
|
|
2021
Q3 | $2.59M | Buy |
12,510
+8,848
| +242% | +$1.83M | 0.51% | 49 |
|
|
2021
Q2 | $2.93M | Buy |
3,662
+613
| +20% | +$490K | 0.42% | 55 |
|
|
2021
Q1 | $1.63M | Sell |
3,049
-75
| -2% | -$40K | 0.25% | 76 |
|
|
2020
Q4 | $1.63M | Buy |
3,124
+11
| +0.4% | +$5.74K | 0.28% | 67 |
|
|
2020
Q3 | $1.68M | Sell |
3,113
-52
| -2% | -$28.1K | 0.35% | 57 |
|
|
2020
Q2 | $1.2M | Buy |
3,165
+375
| +13% | +$142K | 0.38% | 55 |
|
|
2020
Q1 | $735K | Buy |
2,790
+1,140
| +69% | +$300K | 0.31% | 66 |
|
|
2019
Q4 | $388K | Buy |
+1,650
| New | +$388K | 0.12% | 109 |
|