LWM
Liberty Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
97,088
-4,332
| -4% | -$684K | 2.4% | 10 |
|
|
2025
Q1 | $11M | Buy |
101,420
+2,888
| +3% | +$313K | 2.1% | 15 |
|
|
2024
Q4 | $13.2M | Buy |
98,532
+4,862
| +5% | +$653K | 2.21% | 11 |
|
|
2024
Q3 | $11.4M | Sell |
93,670
-334,727
| -78% | -$40.6M | 1.93% | 15 |
|
|
2024
Q2 | $11.1M | Buy |
428,397
+420,089
| +5,056% | +$10.9M | 2.03% | 15 |
|
|
2024
Q1 | $7.51M | Sell |
8,308
-175
| -2% | -$158K | 1.47% | 19 |
|
|
2023
Q4 | $4.2M | Sell |
8,483
-40
| -0.5% | -$19.8K | 0.9% | 28 |
|
|
2023
Q3 | $3.71M | Buy |
8,523
+5,406
| +173% | +$2.35M | 0.92% | 29 |
|
|
2023
Q2 | $1.31M | Sell |
3,117
-2,533
| -45% | -$1.07M | 0.32% | 46 |
|
|
2023
Q1 | $1.54M | Buy |
+5,650
| New | +$1.54M | 0.32% | 57 |
|
|
2022
Q3 | $316K | Buy |
2,611
+213
| +9% | +$25.8K | 0.08% | 105 |
|
|
2022
Q2 | $363K | Buy |
2,398
+141
| +6% | +$21.3K | 0.15% | 99 |
|
|
2022
Q1 | $616K | Buy |
2,257
+38
| +2% | +$10.4K | 0.22% | 67 |
|
|
2021
Q4 | $652 | Sell |
2,219
-624
| -22% | -$183 | 0.03% | 83 |
|
|
2021
Q3 | $649K | Buy |
2,843
+2,569
| +938% | +$586K | 0.23% | 65 |
|
|
2021
Q2 | $218K | Sell |
274
-46
| -14% | -$36.6K | 0.08% | 124 |
|
|
2021
Q1 | $169K | Hold |
320
| – | – | 0.08% | 126 |
|
|
2020
Q4 | $169K | Buy |
320
+41
| +15% | +$21.7K | 0.08% | 125 |
|
|
2020
Q3 | $151K | Sell |
279
-104
| -27% | -$56.3K | 0.09% | 118 |
|
|
2020
Q2 | $145K | Sell |
383
-28
| -7% | -$10.6K | 0.1% | 113 |
|
|
2020
Q1 | $108K | Buy |
411
+91
| +28% | +$23.9K | 0.09% | 131 |
|
|
2019
Q4 | $75K | Buy |
320
+30
| +10% | +$7.03K | 0.06% | 191 |
|
|
2019
Q3 | $51K | Buy |
290
+2
| +0.7% | +$352 | 0.05% | 227 |
|
|
2019
Q2 | $47K | Sell |
288
-16
| -5% | -$2.61K | 0.04% | 252 |
|
|
2019
Q1 | $54K | Sell |
304
-35
| -10% | -$6.22K | 0.04% | 193 |
|
|
2018
Q4 | $45K | Buy |
+339
| New | +$45K | 0.03% | 202 |
|