MWM
Meridian Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122M | Sell |
770,140
-42,500
| -5% | -$6.71M | 5.2% | 1 |
|
|
2025
Q1 | $88.1M | Buy |
812,640
+5,009
| +0.6% | +$543K | 4.26% | 1 |
|
|
2024
Q4 | $108M | Buy |
807,631
+12,179
| +2% | +$1.64M | 5.13% | 1 |
|
|
2024
Q3 | $96.6M | Buy |
795,452
+8,120
| +1% | +$986K | 4.75% | 1 |
|
|
2024
Q2 | $97.3M | Buy |
+787,332
| New | +$97.3M | 11.63% | 1 |
|
|
2024
Q1 | – | Sell |
-99,096
| Closed | -$49.1M | – | 397 |
|
|
2023
Q4 | $49.1M | Sell |
99,096
-1,182
| -1% | -$585K | 3.13% | 5 |
|
|
2023
Q3 | $43.6M | Sell |
100,278
-3,228
| -3% | -$1.4M | 2.67% | 7 |
|
|
2023
Q2 | $43.8M | Sell |
103,506
-553
| -0.5% | -$234K | 3.69% | 5 |
|
|
2023
Q1 | $28.9M | Sell |
104,059
-4,466
| -4% | -$1.24M | 2.52% | 5 |
|
|
2022
Q4 | $15.9M | Buy |
108,525
+1,121
| +1% | +$164K | 1.55% | 8 |
|
|
2022
Q3 | $13M | Sell |
107,404
-4,149
| -4% | -$504K | 1.4% | 7 |
|
|
2022
Q2 | $16.9M | Buy |
111,553
+8,616
| +8% | +$1.31M | 1.38% | 7 |
|
|
2022
Q1 | $28.1M | Sell |
102,937
-6,676
| -6% | -$1.82M | 3.07% | 7 |
|
|
2021
Q4 | $32.2M | Sell |
109,613
-1,280
| -1% | -$376K | 3.44% | 6 |
|
|
2021
Q3 | $23M | Buy |
110,893
+83,340
| +302% | +$17.3M | 2.83% | 7 |
|
|
2021
Q2 | $22M | Buy |
27,553
+833
| +3% | +$666K | 2.81% | 7 |
|
|
2021
Q1 | $14.3M | Buy |
26,720
+327
| +1% | +$175K | 2.08% | 9 |
|
|
2020
Q4 | $13.8M | Sell |
26,393
-382
| -1% | -$199K | 2.19% | 8 |
|
|
2020
Q3 | $14.5M | Buy |
26,775
+6,196
| +30% | +$3.35M | 3.55% | 6 |
|
|
2020
Q2 | $7.82M | Buy |
20,579
+7,619
| +59% | +$2.89M | 2.62% | 7 |
|
|
2020
Q1 | $3.42M | Buy |
12,960
+10,627
| +456% | +$2.8M | 1.51% | 11 |
|
|
2019
Q4 | $548K | Buy |
2,333
+1
| +0% | +$235 | 0.26% | 73 |
|
|
2019
Q3 | $406K | Sell |
2,332
-8,025
| -77% | -$1.4M | 0.19% | 107 |
|
|
2019
Q2 | $17K | Buy |
10,357
+678
| +7% | +$1.11K | 0.69% | 23 |
|
|
2019
Q1 | $1.74M | Buy |
9,679
+1,174
| +14% | +$211K | 0.79% | 21 |
|
|
2018
Q4 | $1.14M | Sell |
8,505
-22,185
| -72% | -$2.96M | 0.67% | 30 |
|
|
2018
Q3 | $8.62M | Sell |
30,690
-27
| -0.1% | -$7.59K | 3.71% | 6 |
|
|
2018
Q2 | $7.28M | Buy |
30,717
+6,733
| +28% | +$1.6M | 3.42% | 6 |
|
|
2018
Q1 | $5.55M | Buy |
23,984
+20,064
| +512% | +$4.65M | 2.77% | 10 |
|
|
2017
Q4 | $747K | Buy |
3,920
+973
| +33% | +$185K | 0.46% | 48 |
|
|
2017
Q3 | $527K | Buy |
+2,947
| New | +$527K | 0.33% | 73 |
|