MWM
MinichMacGregor Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
82,227
-9,144
| -10% | -$1.46M | 2.81% | 10 |
|
|
2025
Q1 | $10.1M | Sell |
91,371
-5,494
| -6% | -$604K | 2.25% | 15 |
|
|
2024
Q4 | $13.2M | Buy |
96,865
+5,872
| +6% | +$797K | 2.73% | 9 |
|
|
2024
Q3 | $11.2M | Buy |
90,993
+4,455
| +5% | +$548K | 2.4% | 11 |
|
|
2024
Q2 | $10.8M | Buy |
86,538
+76,649
| +775% | +$9.6M | 2.65% | 10 |
|
|
2024
Q1 | $8.94M | Sell |
9,889
-3,644
| -27% | -$3.29M | 2.28% | 12 |
|
|
2023
Q4 | $6.7M | Buy |
13,533
+2,840
| +27% | +$1.41M | 1.94% | 18 |
|
|
2023
Q3 | $4.65M | Sell |
10,693
-3,864
| -27% | -$1.68M | 1.54% | 22 |
|
|
2023
Q2 | $6.16M | Buy |
14,557
+1,841
| +14% | +$779K | 1.92% | 16 |
|
|
2023
Q1 | $3.53M | Sell |
12,716
-2,430
| -16% | -$675K | 1.17% | 27 |
|
|
2022
Q4 | $2.21M | Buy |
15,146
+1,557
| +11% | +$228K | 0.8% | 25 |
|
|
2022
Q3 | $1.65M | Buy |
13,589
+1,591
| +13% | +$193K | 0.66% | 43 |
|
|
2022
Q2 | $1.82M | Buy |
11,998
+2,204
| +23% | +$334K | 0.75% | 32 |
|
|
2022
Q1 | $2.67M | Buy |
9,794
+1,354
| +16% | +$369K | 0.85% | 30 |
|
|
2021
Q4 | $2.48M | Sell |
8,440
-1,960
| -19% | -$576K | 0.76% | 34 |
|
|
2021
Q3 | $2.15M | Buy |
10,400
+8,088
| +350% | +$1.68M | 0.73% | 31 |
|
|
2021
Q2 | $1.85M | Sell |
2,312
-314
| -12% | -$251K | 0.65% | 33 |
|
|
2021
Q1 | $1.4M | Buy |
2,626
+414
| +19% | +$221K | 0.52% | 38 |
|
|
2020
Q4 | $1.16M | Sell |
2,212
-53
| -2% | -$27.7K | 0.47% | 38 |
|
|
2020
Q3 | $1.23M | Buy |
2,265
+85
| +4% | +$46K | 0.58% | 34 |
|
|
2020
Q2 | $828K | Buy |
+2,180
| New | +$828K | 0.46% | 32 |
|
|
2018
Q4 | – | Sell |
-245
| Closed | -$70K | – | 362 |
|
|
2018
Q3 | $70K | Buy |
245
+18
| +8% | +$5.14K | 0.05% | 103 |
|
|
2018
Q2 | $54K | Buy |
227
+10
| +5% | +$2.38K | 0.04% | 111 |
|
|
2018
Q1 | $50K | Sell |
217
-18
| -8% | -$4.15K | 0.04% | 112 |
|
|
2017
Q4 | $45K | Sell |
235
-6
| -2% | -$1.15K | 0.04% | 120 |
|
|
2017
Q3 | $43K | Buy |
241
+67
| +39% | +$12K | 0.04% | 114 |
|
|
2017
Q2 | $25K | Sell |
174
-62
| -26% | -$8.91K | 0.02% | 164 |
|
|
2017
Q1 | $25K | Buy |
236
+120
| +103% | +$12.7K | 0.02% | 155 |
|
|
2016
Q4 | $12K | Sell |
116
-127
| -52% | -$13.1K | 0.01% | 242 |
|
|
2016
Q3 | $16K | Sell |
243
-29
| -11% | -$1.91K | 0.02% | 204 |
|
|
2016
Q2 | $12K | Sell |
272
-190
| -41% | -$8.38K | 0.01% | 233 |
|
|
2016
Q1 | $16K | Sell |
462
-226
| -33% | -$7.83K | 0.02% | 195 |
|
|
2015
Q4 | $15K | Buy |
+688
| New | +$15K | 0.01% | 186 |
|