MWPCG
Measured Wealth Private Client Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
34,032
-507
| -1% | -$80.1K | 1.61% | 13 |
|
|
2025
Q1 | $3.74M | Sell |
34,539
-1,700
| -5% | -$184K | 1.2% | 17 |
|
|
2024
Q4 | $4.87M | Buy |
36,239
+1,167
| +3% | +$157K | 1.57% | 14 |
|
|
2024
Q3 | $4.26M | Sell |
35,072
-1,565
| -4% | -$190K | 1.42% | 15 |
|
|
2024
Q2 | $4.53M | Buy |
36,637
+33,061
| +925% | +$4.08M | 1.59% | 11 |
|
|
2024
Q1 | $3.23M | Buy |
3,576
+10
| +0.3% | +$9.04K | 1.13% | 17 |
|
|
2023
Q4 | $1.77M | Buy |
3,566
+70
| +2% | +$34.7K | 0.65% | 19 |
|
|
2023
Q3 | $1.52M | Sell |
3,496
-588
| -14% | -$256K | 0.61% | 20 |
|
|
2023
Q2 | $1.73M | Sell |
4,084
-284
| -7% | -$120K | 0.66% | 20 |
|
|
2023
Q1 | $1.21M | Buy |
4,368
+301
| +7% | +$83.6K | 0.47% | 29 |
|
|
2022
Q4 | $594K | Buy |
4,067
+1
| +0% | +$146 | 0.24% | 57 |
|
|
2022
Q3 | $494K | Buy |
4,066
+3
| +0.1% | +$364 | 0.22% | 64 |
|
|
2022
Q2 | $616K | Sell |
4,063
-57
| -1% | -$8.64K | 0.27% | 55 |
|
|
2022
Q1 | $1.12M | Buy |
4,120
+57
| +1% | +$15.6K | 0.41% | 32 |
|
|
2021
Q4 | $1.2M | Buy |
4,063
+38
| +0.9% | +$11.2K | 0.42% | 36 |
|
|
2021
Q3 | $834K | Buy |
4,025
+2,975
| +283% | +$616K | 0.32% | 51 |
|
|
2021
Q2 | $840K | Hold |
1,050
| – | – | 0.27% | 58 |
|
|
2021
Q1 | $561K | Hold |
1,050
| – | – | 0.2% | 64 |
|
|
2020
Q4 | $548K | Hold |
1,050
| – | – | 0.23% | 58 |
|
|
2020
Q3 | $568K | Buy |
+1,050
| New | +$568K | 0.27% | 57 |
|
|
2018
Q4 | – | Sell |
-350
| Closed | -$96K | – | 494 |
|
|
2018
Q3 | $96K | Buy |
+350
| New | +$96K | 0.06% | 239 |
|