LWM
Lakeridge Wealth Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.72M | Sell |
42,524
-3,426
| -7% | -$541K | 3.09% | 8 |
|
2025
Q1 | $4.98M | Sell |
45,950
-1,262
| -3% | -$137K | 2.49% | 10 |
|
2024
Q4 | $6.34M | Buy |
47,212
+472
| +1% | +$63.4K | 3.28% | 8 |
|
2024
Q3 | $5.68M | Sell |
46,740
-2,183
| -4% | -$265K | 3.12% | 9 |
|
2024
Q2 | $6.04M | Buy |
48,923
+44,066
| +907% | +$5.44M | 3.63% | 7 |
|
2024
Q1 | $4.39M | Sell |
4,857
-267
| -5% | -$241K | 2.84% | 9 |
|
2023
Q4 | $2.54M | Buy |
+5,124
| New | +$2.54M | 1.83% | 12 |
|