LGWM
Litman Gregory Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
2,560
-1,925
| -43% | -$304K | 0.03% | 104 |
|
|
2025
Q1 | $486K | Buy |
4,485
+1,150
| +34% | +$125K | 0.04% | 90 |
|
|
2024
Q4 | $448K | Buy |
3,335
+650
| +24% | +$87.3K | 0.04% | 89 |
|
|
2024
Q3 | $326K | Buy |
+2,685
| New | +$326K | 0.03% | 111 |
|
|
2023
Q2 | – | Sell |
-754
| Closed | -$209K | – | 104 |
|
|
2023
Q1 | $209K | Buy |
+754
| New | +$209K | 0.08% | 39 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$53K | – | 148 |
|
|
2021
Q1 | $53K | Hold |
100
| – | – | 0.01% | 98 |
|
|
2020
Q4 | $52K | Buy |
+100
| New | +$52K | 0.01% | 96 |
|
|
2018
Q2 | – | Sell |
-750
| Closed | -$174K | – | 146 |
|
|
2018
Q1 | $174K | Buy |
+750
| New | +$174K | 0.07% | 36 |
|