MWM
Marietta Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Buy |
188,483
+507
| +0.3% | +$80.1K | 3.88% | 2 |
|
|
2025
Q1 | $20.4M | Buy |
187,976
+6,108
| +3% | +$662K | 2.99% | 2 |
|
|
2024
Q4 | $24.4M | Sell |
181,868
-44
| -0% | -$5.91K | 3.5% | 3 |
|
|
2024
Q3 | $22.1M | Sell |
181,912
-6,361
| -3% | -$772K | 3.21% | 3 |
|
|
2024
Q2 | $23.3M | Buy |
188,273
+166,750
| +775% | +$20.6M | 3.63% | 3 |
|
|
2024
Q1 | $19.4M | Sell |
21,523
-2,058
| -9% | -$1.86M | 3.21% | 1 |
|
|
2023
Q4 | $11.7M | Sell |
23,581
-70
| -0.3% | -$34.7K | 2.08% | 9 |
|
|
2023
Q3 | $10.3M | Sell |
23,651
-1,898
| -7% | -$826K | 2.04% | 10 |
|
|
2023
Q2 | $10.8M | Sell |
25,549
-5,538
| -18% | -$2.34M | 2.04% | 8 |
|
|
2023
Q1 | $8.64M | Sell |
31,087
-6,522
| -17% | -$1.81M | 1.83% | 8 |
|
|
2022
Q4 | $5.5M | Buy |
37,609
+1,712
| +5% | +$250K | 1.24% | 34 |
|
|
2022
Q3 | $4.36M | Buy |
35,897
+4,336
| +14% | +$526K | 1.09% | 41 |
|
|
2022
Q2 | $4.78M | Buy |
31,561
+3,401
| +12% | +$516K | 1.16% | 39 |
|
|
2022
Q1 | $7.68M | Buy |
28,160
+1,097
| +4% | +$299K | 1.61% | 16 |
|
|
2021
Q4 | $7.96M | Sell |
27,063
-3,619
| -12% | -$1.06M | 1.6% | 18 |
|
|
2021
Q3 | $6.36M | Buy |
30,682
+22,160
| +260% | +$4.59M | 1.39% | 24 |
|
|
2021
Q2 | $6.82M | Buy |
8,522
+148
| +2% | +$118K | 1.54% | 19 |
|
|
2021
Q1 | $4.47M | Buy |
8,374
+823
| +11% | +$439K | 1.11% | 33 |
|
|
2020
Q4 | $3.94M | Buy |
7,551
+532
| +8% | +$278K | 1.08% | 36 |
|
|
2020
Q3 | $3.8M | Sell |
7,019
-671
| -9% | -$363K | 1.18% | 32 |
|
|
2020
Q2 | $2.92M | Buy |
7,690
+2,761
| +56% | +$1.05M | 1% | 49 |
|
|
2020
Q1 | $1.3M | Buy |
+4,929
| New | +$1.3M | 0.51% | 67 |
|