KJWM
Kiley Juergens Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
172,585
+1,243
| +0.7% | +$196K | 6.29% | 5 |
|
|
2025
Q1 | $18.6M | Buy |
171,342
+3,312
| +2% | +$359K | 4.94% | 6 |
|
|
2024
Q4 | $22.6M | Buy |
168,030
+511
| +0.3% | +$68.6K | 5.65% | 5 |
|
|
2024
Q3 | $20.3M | Sell |
167,519
-133
| -0.1% | -$16.2K | 5.28% | 5 |
|
|
2024
Q2 | $20.7M | Buy |
167,652
+151,436
| +934% | +$18.7M | 5.75% | 5 |
|
|
2024
Q1 | $14.7M | Sell |
16,216
-24
| -0.1% | -$21.7K | 4.53% | 7 |
|
|
2023
Q4 | $8.04M | Sell |
16,240
-20
| -0.1% | -$9.9K | 2.69% | 11 |
|
|
2023
Q3 | $7.07M | Buy |
16,260
+118
| +0.7% | +$51.3K | 2.55% | 11 |
|
|
2023
Q2 | $6.83M | Buy |
16,142
+142
| +0.9% | +$60.1K | 2.36% | 11 |
|
|
2023
Q1 | $4.44M | Buy |
16,000
+424
| +3% | +$118K | 1.66% | 14 |
|
|
2022
Q4 | $2.28M | Sell |
15,576
-974
| -6% | -$142K | 0.95% | 25 |
|
|
2022
Q3 | $2.01M | Sell |
16,550
-20
| -0.1% | -$2.43K | 0.94% | 26 |
|
|
2022
Q2 | $2.51M | Buy |
16,570
+1,875
| +13% | +$284K | 1.19% | 20 |
|
|
2022
Q1 | $4.01M | Sell |
14,695
-1,877
| -11% | -$512K | 1.94% | 14 |
|
|
2021
Q4 | $4.87M | Buy |
16,572
+323
| +2% | +$95K | 1.85% | 11 |
|
|
2021
Q3 | $3.37M | Buy |
+16,249
| New | +$3.37M | 1.48% | 16 |
|
|
2018
Q4 | – | Sell |
-3,081
| Closed | -$865K | – | 441 |
|
|
2018
Q3 | $865K | Buy |
3,081
+280
| +10% | +$78.6K | 0.65% | 32 |
|
|
2018
Q2 | $663K | Buy |
2,801
+325
| +13% | +$76.9K | 0.59% | 37 |
|
|
2018
Q1 | $573K | Buy |
2,476
+78
| +3% | +$18.1K | 0.62% | 41 |
|
|
2017
Q4 | $464K | Buy |
+2,398
| New | +$464K | 0.42% | 46 |
|