MWM
Merriman Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.6M | Sell |
86,689
-70
| -0.1% | -$9.4K | 0.48% | 28 |
|
|
2024
Q3 | $10.5M | Buy |
86,759
+4,067
| +5% | +$494K | 0.43% | 29 |
|
|
2024
Q2 | $10.2M | Buy |
82,692
+73,578
| +807% | +$9.09M | 0.45% | 27 |
|
|
2024
Q1 | $8.23M | Sell |
9,114
-2,090
| -19% | -$1.89M | 0.37% | 30 |
|
|
2023
Q4 | $5.55M | Sell |
11,204
-1,448
| -11% | -$717K | 0.27% | 47 |
|
|
2023
Q3 | $5.5M | Sell |
12,652
-184
| -1% | -$80K | 0.28% | 38 |
|
|
2023
Q2 | $5.43M | Buy |
12,836
+2,581
| +25% | +$1.09M | 0.27% | 48 |
|
|
2023
Q1 | $2.85M | Buy |
10,255
+8,589
| +516% | +$2.39M | 0.15% | 56 |
|
|
2022
Q4 | $243K | Sell |
1,666
-622
| -27% | -$90.9K | 0.01% | 184 |
|
|
2022
Q3 | $278K | Sell |
2,288
-426
| -16% | -$51.8K | 0.02% | 137 |
|
|
2022
Q2 | $411K | Sell |
2,714
-363
| -12% | -$55K | 0.03% | 110 |
|
|
2022
Q1 | $840K | Buy |
3,077
+1,110
| +56% | +$303K | 0.07% | 91 |
|
|
2021
Q4 | $579K | Buy |
1,967
+80
| +4% | +$23.5K | 0.04% | 136 |
|
|
2021
Q3 | $391K | Buy |
+1,887
| New | +$391K | 0.03% | 153 |
|
|
2018
Q4 | – | Sell |
-1,915
| Closed | -$538K | – | 201 |
|
|
2018
Q3 | $538K | Sell |
1,915
-255
| -12% | -$71.6K | 0.11% | 107 |
|
|
2018
Q2 | $514K | Sell |
2,170
-120
| -5% | -$28.4K | 0.12% | 106 |
|
|
2018
Q1 | $530K | Sell |
2,290
-2,122
| -48% | -$491K | 0.14% | 116 |
|
|
2017
Q4 | $854K | Buy |
4,412
+1,585
| +56% | +$307K | 0.21% | 91 |
|
|
2017
Q3 | $505K | Buy |
2,827
+551
| +24% | +$98.4K | 0.12% | 107 |
|
|
2017
Q2 | $329K | Buy |
+2,276
| New | +$329K | 0.09% | 94 |
|