MWM
MGB Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67M | Sell |
54,870
-5,403
| -9% | -$853K | 2.86% | 6 |
|
|
2025
Q1 | $6.56M | Buy |
60,273
+97
| +0.2% | +$10.6K | 2.37% | 6 |
|
|
2024
Q4 | $8.14M | Buy |
60,176
+2,086
| +4% | +$282K | 2.53% | 6 |
|
|
2024
Q3 | $7.05M | Sell |
58,090
-2,910
| -5% | -$353K | 2.56% | 4 |
|
|
2024
Q2 | $7.85M | Buy |
61,000
+54,834
| +889% | +$7.06M | 2.94% | 5 |
|
|
2024
Q1 | $5.57M | Sell |
6,166
-38
| -0.6% | -$34.3K | 2.26% | 6 |
|
|
2023
Q4 | $3.07M | Buy |
+6,204
| New | +$3.07M | 1.54% | 10 |
|