MGWM
Marks Group Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
23,441
+585
| +3% | +$92.4K | 0.34% | 91 |
|
|
2025
Q1 | $2.48M | Sell |
22,856
-464
| -2% | -$50.3K | 0.24% | 105 |
|
|
2024
Q4 | $3.13M | Buy |
23,320
+11
| +0% | +$1.48K | 0.31% | 97 |
|
|
2024
Q3 | $2.83M | Buy |
23,309
+2,017
| +9% | +$245K | 0.27% | 102 |
|
|
2024
Q2 | $2.63M | Buy |
21,292
+19,144
| +891% | +$2.37M | 0.28% | 97 |
|
|
2024
Q1 | $1.94M | Buy |
2,148
+34
| +2% | +$30.7K | 0.2% | 123 |
|
|
2023
Q4 | $1.05M | Buy |
2,114
+1,063
| +101% | +$526K | 0.12% | 166 |
|
|
2023
Q3 | $457K | Sell |
1,051
-64
| -6% | -$27.8K | 0.06% | 212 |
|
|
2023
Q2 | $472K | Buy |
1,115
+70
| +7% | +$29.6K | 0.06% | 212 |
|
|
2023
Q1 | $290K | Sell |
1,045
-386
| -27% | -$107K | 0.04% | 249 |
|
|
2022
Q4 | $209K | Buy |
+1,431
| New | +$209K | 0.03% | 268 |
|
|
2022
Q3 | – | Sell |
-1,368
| Closed | -$207K | – | 291 |
|
|
2022
Q2 | $207K | Buy |
1,368
+164
| +14% | +$24.8K | 0.03% | 278 |
|
|
2022
Q1 | $329K | Buy |
1,204
+280
| +30% | +$76.5K | 0.04% | 264 |
|
|
2021
Q4 | $271K | Sell |
924
-96
| -9% | -$28.2K | 0.03% | 279 |
|
|
2021
Q3 | $212K | Buy |
1,020
+761
| +294% | +$158K | 0.03% | 276 |
|
|
2021
Q2 | $208K | Buy |
+259
| New | +$208K | 0.03% | 254 |
|
|
2021
Q1 | – | Sell |
-396
| Closed | -$207K | – | 262 |
|
|
2020
Q4 | $207K | Buy |
396
+2
| +0.5% | +$1.05K | 0.03% | 243 |
|
|
2020
Q3 | $213K | Sell |
394
-160
| -29% | -$86.5K | 0.04% | 225 |
|
|
2020
Q2 | $211K | Buy |
+554
| New | +$211K | 0.04% | 220 |
|