MWM
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Mattern Wealth Management’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.24M Sell
33,196
-254
-0.8% -$40.1K 1.09% 20
2025
Q1
$3.63M Buy
33,450
+195
+0.6% +$21.1K 0.8% 23
2024
Q4
$4.47M Sell
33,255
-10
-0% -$1.34K 0.99% 22
2024
Q3
$4.04M Buy
33,265
+2,045
+7% +$248K 0.89% 22
2024
Q2
$3.86M Buy
31,220
+28,114
+905% +$3.47M 0.93% 25
2024
Q1
$2.81M Buy
3,106
+120
+4% +$108K 0.68% 44
2023
Q4
$1.48M Sell
2,986
-321
-10% -$159K 0.38% 73
2023
Q3
$1.44M Buy
3,307
+13
+0.4% +$5.66K 0.42% 69
2023
Q2
$1.39M Sell
3,294
-35
-1% -$14.8K 0.41% 71
2023
Q1
$925K Sell
3,329
-173
-5% -$48.1K 0.31% 85
2022
Q4
$512K Hold
3,502
0.21% 101
2022
Q3
$425K Sell
3,502
-999
-22% -$121K 0.17% 106
2022
Q2
$682K Buy
4,501
+370
+9% +$56.1K 0.27% 81
2022
Q1
$1.13M Buy
4,131
+421
+11% +$115K 0.37% 67
2021
Q4
$1.09M Buy
3,710
+91
+3% +$26.8K 0.32% 75
2021
Q3
$750K Buy
3,619
+2,689
+289% +$557K 0.25% 88
2021
Q2
$676K Buy
930
+106
+13% +$77K 0.22% 96
2021
Q1
$440K Sell
824
-152
-16% -$81.2K 0.16% 115
2020
Q4
$510K Sell
976
-78
-7% -$40.8K 0.19% 103
2020
Q3
$570K Buy
+1,054
New +$570K 0.24% 88