KWM
Kolinsky Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.65M | Buy |
34,614
+1,492
| +5% | +$200K | 2.84% | 8 |
|
|
2024
Q3 | $4.02M | Buy |
33,122
+875
| +3% | +$106K | 2.62% | 7 |
|
|
2024
Q2 | $3.98M | Buy |
32,247
+29,043
| +906% | +$3.59M | 2.85% | 7 |
|
|
2024
Q1 | $2.9M | Buy |
3,204
+719
| +29% | +$650K | 2.21% | 7 |
|
|
2023
Q4 | $1.23M | Sell |
2,485
-121
| -5% | -$59.9K | 1.08% | 13 |
|
|
2023
Q3 | $1.13M | Buy |
2,606
+157
| +6% | +$68.3K | 1.13% | 12 |
|
|
2023
Q2 | $1,000K | Buy |
2,449
+273
| +13% | +$111K | 0.95% | 13 |
|
|
2023
Q1 | $605K | Buy |
2,176
+173
| +9% | +$48.1K | 0.64% | 25 |
|
|
2022
Q4 | $293K | Sell |
2,003
-316
| -14% | -$46.2K | 0.33% | 78 |
|
|
2022
Q3 | $282K | Sell |
2,319
-854
| -27% | -$104K | 0.35% | 71 |
|
|
2022
Q2 | $481K | Sell |
3,173
-242
| -7% | -$36.7K | 0.57% | 34 |
|
|
2022
Q1 | $932K | Buy |
3,415
+243
| +8% | +$66.3K | 0.91% | 16 |
|
|
2021
Q4 | $933K | Buy |
+3,172
| New | +$933K | 0.86% | 16 |
|