MSWM
McGlone Suttner Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
33,041
+1,603
| +5% | +$253K | 0.79% | 18 |
|
|
2025
Q1 | $3.41M | Buy |
31,438
+1,273
| +4% | +$138K | 0.56% | 20 |
|
|
2024
Q4 | $4.05M | Sell |
30,165
-233
| -0.8% | -$31.3K | 0.68% | 19 |
|
|
2024
Q3 | $3.69M | Buy |
30,398
+27,610
| +990% | +$3.35M | 0.77% | 19 |
|
|
2024
Q2 | $1.38M | Sell |
2,788
-307
| -10% | -$152K | 0.28% | 34 |
|
|
2024
Q1 | $2.8M | Buy |
3,095
+307
| +11% | +$277K | 0.52% | 20 |
|
|
2023
Q4 | $1.38M | Buy |
2,788
+36
| +1% | +$17.8K | 0.27% | 34 |
|
|
2023
Q3 | $1.2M | Buy |
2,752
+90
| +3% | +$39.2K | 0.28% | 38 |
|
|
2023
Q2 | $1.13M | Buy |
2,662
+113
| +4% | +$47.8K | 0.26% | 45 |
|
|
2023
Q1 | $708K | Buy |
2,549
+606
| +31% | +$168K | 0.18% | 54 |
|
|
2022
Q4 | $284K | Buy |
+1,943
| New | +$284K | 0.09% | 102 |
|