LWM
Lodestone Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
24,463
+856
| +4% | +$135K | 1.88% | 11 |
|
|
2025
Q1 | $2.56M | Buy |
23,607
+394
| +2% | +$42.7K | 1.36% | 21 |
|
|
2024
Q4 | $3.12M | Buy |
23,213
+1,769
| +8% | +$238K | 1.56% | 17 |
|
|
2024
Q3 | $2.6M | Sell |
21,444
-2,059
| -9% | -$250K | 1.3% | 26 |
|
|
2024
Q2 | $2.9M | Buy |
23,503
+21,187
| +915% | +$2.62M | 1.53% | 19 |
|
|
2024
Q1 | $2.09M | Sell |
2,316
-1
| -0% | -$904 | 1.1% | 34 |
|
|
2023
Q4 | $1.15M | Sell |
2,317
-46
| -2% | -$22.8K | 0.66% | 53 |
|
|
2023
Q3 | $1.03M | Sell |
2,363
-18
| -0.8% | -$7.83K | 0.72% | 50 |
|
|
2023
Q2 | $1.01M | Sell |
2,381
-149
| -6% | -$63K | 0.69% | 49 |
|
|
2023
Q1 | $703K | Buy |
2,530
+6
| +0.2% | +$1.67K | 0.54% | 56 |
|
|
2022
Q4 | $369K | Buy |
+2,524
| New | +$369K | 0.3% | 83 |
|