MWM
Mascoma Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
5,765
-304
| -5% | -$48K | 0.21% | 39 |
|
|
2025
Q1 | $658K | Hold |
6,069
| – | – | 0.16% | 45 |
|
|
2024
Q4 | $815K | Buy |
6,069
+399
| +7% | +$53.6K | 0.2% | 37 |
|
|
2024
Q3 | $689K | Hold |
5,670
| – | – | 0.17% | 43 |
|
|
2024
Q2 | $700K | Buy |
5,670
+5,122
| +935% | +$633K | 0.19% | 41 |
|
|
2024
Q1 | $495K | Hold |
548
| – | – | 0.14% | 56 |
|
|
2023
Q4 | $271K | Hold |
548
| – | – | 0.08% | 84 |
|
|
2023
Q3 | $238K | Buy |
548
+40
| +8% | +$17.4K | 0.07% | 90 |
|
|
2023
Q2 | $227K | Sell |
508
-289
| -36% | -$129K | 0.07% | 96 |
|
|
2023
Q1 | $221K | Sell |
797
-2
| -0.3% | -$555 | 0.06% | 112 |
|
|
2022
Q4 | $117K | Sell |
799
-80
| -9% | -$11.7K | 0.04% | 154 |
|
|
2022
Q3 | $107K | Sell |
879
-132
| -13% | -$16.1K | 0.04% | 162 |
|
|
2022
Q2 | $153K | Sell |
1,011
-91
| -8% | -$13.8K | 0.05% | 130 |
|
|
2022
Q1 | $301K | Buy |
1,102
+688
| +166% | +$188K | 0.1% | 94 |
|
|
2021
Q4 | $122K | Buy |
414
+189
| +84% | +$55.7K | 0.04% | 147 |
|
|
2021
Q3 | $47K | Buy |
+225
| New | +$47K | 0.02% | 210 |
|
|
2019
Q3 | – | Sell |
-320
| Closed | -$53K | – | 256 |
|
|
2019
Q2 | $53K | Hold |
320
| – | – | 0.03% | 157 |
|
|
2019
Q1 | $57K | Hold |
320
| – | – | 0.04% | 140 |
|
|
2018
Q4 | $43K | Sell |
320
-600
| -65% | -$80.6K | 0.03% | 152 |
|
|
2018
Q3 | $259K | Sell |
920
-400
| -30% | -$113K | 0.17% | 65 |
|
|
2018
Q2 | $313K | Hold |
1,320
| – | – | 0.22% | 52 |
|
|
2018
Q1 | $306K | Hold |
1,320
| – | – | 0.2% | 57 |
|
|
2017
Q4 | $308K | Hold |
1,320
| – | – | 0.19% | 55 |
|
|
2017
Q3 | $236K | Hold |
1,320
| – | – | 0.16% | 66 |
|
|
2017
Q2 | $191K | Sell |
1,320
-120
| -8% | -$17.4K | 0.13% | 79 |
|
|
2017
Q1 | $157K | Hold |
1,440
| – | – | 0.11% | 76 |
|
|
2016
Q4 | $154K | Buy |
+1,440
| New | +$154K | 0.11% | 80 |
|