KMWM
Keudell/Morrison Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
19,724
-1,182
| -6% | -$187K | 0.69% | 28 |
|
|
2025
Q1 | $2.27M | Buy |
20,906
+241
| +1% | +$26.1K | 0.53% | 34 |
|
|
2024
Q4 | $2.78M | Sell |
20,665
-41
| -0.2% | -$5.51K | 0.72% | 27 |
|
|
2024
Q3 | $2.51M | Buy |
20,706
+132
| +0.6% | +$16K | 0.68% | 30 |
|
|
2024
Q2 | $2.54M | Buy |
20,574
+18,561
| +922% | +$2.29M | 0.74% | 29 |
|
|
2024
Q1 | $1.82M | Buy |
2,013
+24
| +1% | +$21.7K | 0.55% | 39 |
|
|
2023
Q4 | $985K | Buy |
1,989
+527
| +36% | +$261K | 0.33% | 60 |
|
|
2023
Q3 | $636K | Sell |
1,462
-29
| -2% | -$12.6K | 0.19% | 81 |
|
|
2023
Q2 | $631K | Sell |
1,491
-54
| -3% | -$22.8K | 0.18% | 86 |
|
|
2023
Q1 | $429K | Sell |
1,545
-6
| -0.4% | -$1.67K | 0.13% | 108 |
|
|
2022
Q4 | $227K | Buy |
+1,551
| New | +$227K | 0.07% | 169 |
|
|
2022
Q2 | – | Sell |
-1,832
| Closed | -$500K | – | 182 |
|
|
2022
Q1 | $500K | Sell |
1,832
-138
| -7% | -$37.7K | 0.21% | 98 |
|
|
2021
Q4 | $579K | Sell |
1,970
-303
| -13% | -$89.1K | 0.23% | 90 |
|
|
2021
Q3 | $471K | Buy |
2,273
+1,712
| +305% | +$355K | 0.2% | 104 |
|
|
2021
Q2 | $449K | Sell |
561
-31
| -5% | -$24.8K | 0.25% | 103 |
|
|
2021
Q1 | $316K | Sell |
592
-12
| -2% | -$6.41K | 0.18% | 124 |
|
|
2020
Q4 | $315K | Hold |
604
| – | – | 0.2% | 120 |
|
|
2020
Q3 | $327K | Sell |
604
-37
| -6% | -$20K | 0.21% | 110 |
|
|
2020
Q2 | $244K | Buy |
+641
| New | +$244K | 0.2% | 123 |
|