LWAM
Legacy Wealth Asset Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
34,882
-981
| -3% | -$155K | 1.4% | 8 |
|
|
2025
Q1 | $3.89M | Sell |
35,863
-1,772
| -5% | -$192K | 1.07% | 9 |
|
|
2024
Q4 | $5.05M | Sell |
37,635
-7,135
| -16% | -$958K | 1.38% | 9 |
|
|
2024
Q3 | $5.44M | Sell |
44,770
-7,042
| -14% | -$855K | 1.46% | 6 |
|
|
2024
Q2 | $6.4M | Buy |
51,812
+45,778
| +759% | +$5.66M | 1.81% | 4 |
|
|
2024
Q1 | $5.45M | Buy |
6,034
+3
| +0% | +$2.71K | 1.52% | 6 |
|
|
2023
Q4 | $2.99M | Sell |
6,031
-665
| -10% | -$329K | 0.98% | 9 |
|
|
2023
Q3 | $2.91M | Sell |
6,696
-1,638
| -20% | -$713K | 1.07% | 8 |
|
|
2023
Q2 | $3.53M | Sell |
8,334
-1,446
| -15% | -$612K | 1.23% | 6 |
|
|
2023
Q1 | $2.72M | Sell |
9,780
-234
| -2% | -$65K | 0.98% | 10 |
|
|
2022
Q4 | $1.46M | Buy |
10,014
+315
| +3% | +$46K | 0.56% | 38 |
|
|
2022
Q3 | $1.18M | Buy |
9,699
+4,026
| +71% | +$489K | 0.51% | 49 |
|
|
2022
Q2 | $860K | Buy |
5,673
+28
| +0.5% | +$4.25K | 0.35% | 108 |
|
|
2022
Q1 | $1.54M | Sell |
5,645
-329
| -6% | -$89.8K | 0.55% | 37 |
|
|
2021
Q4 | $1.76M | Sell |
5,974
-617
| -9% | -$181K | 0.6% | 19 |
|
|
2021
Q3 | $1.37M | Buy |
6,591
+4,876
| +284% | +$1.01M | 0.62% | 19 |
|
|
2021
Q2 | $1.37M | Sell |
1,715
-24
| -1% | -$19.2K | 0.61% | 22 |
|
|
2021
Q1 | $929K | Buy |
1,739
+11
| +0.6% | +$5.88K | 0.43% | 69 |
|
|
2020
Q4 | $902K | Buy |
+1,728
| New | +$902K | 0.45% | 59 |
|