MWM
Mission Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166M | Sell |
1,048,760
-54,415
| -5% | -$8.6M | 3.54% | 7 |
|
|
2025
Q1 | $120M | Buy |
1,103,175
+409,950
| +59% | +$44.4M | 2.93% | 7 |
|
|
2024
Q4 | $93.1M | Buy |
693,225
+54,697
| +9% | +$7.35M | 2.17% | 10 |
|
|
2024
Q3 | $77.5M | Buy |
638,528
+11,287
| +2% | +$1.37M | 1.88% | 10 |
|
|
2024
Q2 | $77.5M | Buy |
627,241
+577,686
| +1,166% | +$71.4M | 2.05% | 10 |
|
|
2024
Q1 | $44.8M | Buy |
49,555
+12,527
| +34% | +$11.3M | 1.18% | 14 |
|
|
2023
Q4 | $18.3M | Sell |
37,028
-924
| -2% | -$458K | 0.6% | 27 |
|
|
2023
Q3 | $16.5M | Buy |
37,952
+10,309
| +37% | +$4.48M | 0.62% | 26 |
|
|
2023
Q2 | $11.7M | Sell |
27,643
-2,301
| -8% | -$973K | 0.44% | 33 |
|
|
2023
Q1 | $8.32M | Buy |
29,944
+410
| +1% | +$114K | 0.35% | 43 |
|
|
2022
Q4 | $4.32M | Sell |
29,534
-840
| -3% | -$123K | 0.21% | 64 |
|
|
2022
Q3 | $3.69M | Sell |
30,374
-213
| -0.7% | -$25.9K | 0.2% | 65 |
|
|
2022
Q2 | $4.64M | Sell |
30,587
-11,323
| -27% | -$1.72M | 0.24% | 53 |
|
|
2022
Q1 | $11.4M | Buy |
41,910
+1,281
| +3% | +$350K | 0.53% | 30 |
|
|
2021
Q4 | $11.9M | Buy |
40,629
+4,335
| +12% | +$1.27M | 0.54% | 29 |
|
|
2021
Q3 | $7.52M | Buy |
36,294
+29,901
| +468% | +$6.19M | 0.38% | 43 |
|
|
2021
Q2 | $5.12M | Sell |
6,393
-190
| -3% | -$152K | 0.27% | 51 |
|
|
2021
Q1 | $3.52M | Buy |
6,583
+1,234
| +23% | +$659K | 0.2% | 59 |
|
|
2020
Q4 | $2.79M | Buy |
5,349
+410
| +8% | +$214K | 0.17% | 67 |
|
|
2020
Q3 | $2.67M | Buy |
4,939
+261
| +6% | +$141K | 0.2% | 61 |
|
|
2020
Q2 | $1.78M | Buy |
4,678
+1,167
| +33% | +$443K | 0.15% | 77 |
|
|
2020
Q1 | $926K | Buy |
3,511
+383
| +12% | +$101K | 0.1% | 100 |
|
|
2019
Q4 | $736K | Buy |
3,128
+664
| +27% | +$156K | 0.07% | 141 |
|
|
2019
Q3 | $429K | Buy |
2,464
+6
| +0.2% | +$1.05K | 0.05% | 187 |
|
|
2019
Q2 | $404K | Sell |
2,458
-467
| -16% | -$76.8K | 0.05% | 194 |
|
|
2019
Q1 | $525K | Buy |
2,925
+492
| +20% | +$88.3K | 0.06% | 158 |
|
|
2018
Q4 | $325K | Buy |
2,433
+35
| +1% | +$4.68K | 0.04% | 187 |
|
|
2018
Q3 | $674K | Sell |
2,398
-619
| -21% | -$174K | 0.09% | 123 |
|
|
2018
Q2 | $715K | Buy |
3,017
+1,057
| +54% | +$250K | 0.11% | 106 |
|
|
2018
Q1 | $454K | Buy |
+1,960
| New | +$454K | 0.07% | 124 |
|