MWM
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 |
|