ML&R Wealth Management’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$465K Sell
5,150
-540
-9% -$48.8K 0.11% 44
2023
Q4
$282K Buy
5,690
+50
+0.9% +$2.48K 0.06% 61
2023
Q3
$245K Sell
5,640
-14,670
-72% -$638K 0.06% 57
2023
Q2
$859K Buy
+20,310
New +$859K 0.19% 49