MWM
Mindset Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145M | Sell |
919,372
-79,548
| -8% | -$12.6M | 47.55% | 1 |
|
|
2025
Q1 | $108M | Buy |
998,920
+100,373
| +11% | +$10.9M | 42.14% | 1 |
|
|
2024
Q4 | $121M | Buy |
898,547
+18,086
| +2% | +$2.43M | 44.11% | 1 |
|
|
2024
Q3 | $107M | Buy |
+880,461
| New | +$107M | 44.18% | 1 |
|