MWM
McNaughton Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
18,291
+136
| +0.7% | +$21.5K | 1.29% | 27 |
|
|
2025
Q1 | $1.97M | Buy |
18,155
+826
| +5% | +$89.5K | 0.96% | 30 |
|
|
2024
Q4 | $2.33M | Sell |
17,329
-101
| -0.6% | -$13.6K | 1.12% | 24 |
|
|
2024
Q3 | $2.12M | Sell |
17,430
-1,306
| -7% | -$159K | 1.03% | 26 |
|
|
2024
Q2 | $2.31M | Buy |
18,736
+16,561
| +761% | +$2.05M | 1.23% | 23 |
|
|
2024
Q1 | $1.97M | Sell |
2,175
-113
| -5% | -$102K | 1.09% | 24 |
|
|
2023
Q4 | $1.13M | Buy |
2,288
+185
| +9% | +$91.6K | 0.67% | 32 |
|
|
2023
Q3 | $915K | Sell |
2,103
-882
| -30% | -$384K | 0.61% | 34 |
|
|
2023
Q2 | $1.26M | Sell |
2,985
-472
| -14% | -$200K | 0.81% | 31 |
|
|
2023
Q1 | $960K | Sell |
3,457
-92
| -3% | -$25.6K | 0.64% | 31 |
|
|
2022
Q4 | $519K | Buy |
3,549
+467
| +15% | +$68.2K | 0.35% | 41 |
|
|
2022
Q3 | $374K | Buy |
3,082
+545
| +21% | +$66.1K | 0.27% | 45 |
|
|
2022
Q2 | $385K | Buy |
2,537
+1,493
| +143% | +$227K | 0.27% | 45 |
|
|
2022
Q1 | $285K | Buy |
+1,044
| New | +$285K | 0.19% | 45 |
|