MW
MBL Wealth’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2M | Sell |
77,122
-298
| -0.4% | -$47.1K | 1.17% | 18 |
|
2025
Q1 | $8.39M | Buy |
77,420
+6,561
| +9% | +$711K | 0.85% | 23 |
|
2024
Q4 | $9.52M | Buy |
70,859
+1,062
| +2% | +$143K | 0.95% | 20 |
|
2024
Q3 | $8.48M | Buy |
69,797
+520
| +0.8% | +$63.1K | 0.91% | 24 |
|
2024
Q2 | $8.56M | Buy |
69,277
+62,520
| +925% | +$7.72M | 0.96% | 26 |
|
2024
Q1 | $6.11M | Sell |
6,757
-302
| -4% | -$273K | 0.69% | 31 |
|
2023
Q4 | $3.5M | Buy |
7,059
+111
| +2% | +$55K | 0.44% | 42 |
|
2023
Q3 | $3.02M | Buy |
6,948
+40
| +0.6% | +$17.4K | 0.43% | 41 |
|
2023
Q2 | $2.92M | Buy |
6,908
+135
| +2% | +$57.1K | 0.41% | 41 |
|
2023
Q1 | $1.88M | Buy |
6,773
+345
| +5% | +$95.8K | 0.29% | 46 |
|
2022
Q4 | $939K | Buy |
6,428
+290
| +5% | +$42.4K | 0.18% | 68 |
|
2022
Q3 | $745K | Buy |
6,138
+193
| +3% | +$23.4K | 0.16% | 72 |
|
2022
Q2 | $901K | Buy |
5,945
+1,691
| +40% | +$256K | 0.22% | 66 |
|
2022
Q1 | $1.16M | Buy |
+4,254
| New | +$1.16M | 0.28% | 58 |
|
2021
Q1 | $261K | Buy |
489
+55
| +13% | +$29.4K | 0.09% | 127 |
|
2020
Q4 | $227K | Buy |
+434
| New | +$227K | 0.09% | 115 |
|