MWA
Monograph Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
130,856
+3,667
| +3% | +$579K | 2.55% | 9 |
|
|
2025
Q1 | $13.8M | Sell |
127,189
-2,480
| -2% | -$269K | 1.88% | 10 |
|
|
2024
Q4 | $17.4M | Buy |
129,669
+4,079
| +3% | +$548K | 2.3% | 9 |
|
|
2024
Q3 | $15.3M | Buy |
125,590
+16,855
| +16% | +$2.05M | 1.99% | 10 |
|
|
2024
Q2 | $13.4M | Buy |
108,735
+98,676
| +981% | +$12.2M | 1.96% | 9 |
|
|
2024
Q1 | $9.09M | Buy |
10,059
+3,572
| +55% | +$3.23M | 1.33% | 13 |
|
|
2023
Q4 | $3.21M | Buy |
6,487
+305
| +5% | +$151K | 0.58% | 22 |
|
|
2023
Q3 | $2.69M | Sell |
6,182
-2,830
| -31% | -$1.23M | 0.53% | 24 |
|
|
2023
Q2 | $3.81M | Hold |
9,012
| – | – | 0.82% | 16 |
|
|
2023
Q1 | $2.5M | Buy |
9,012
+2,729
| +43% | +$758K | 0.59% | 17 |
|
|
2022
Q4 | $918K | Buy |
6,283
+168
| +3% | +$24.5K | 0.24% | 32 |
|
|
2022
Q3 | $742K | Sell |
6,115
-3,000
| -33% | -$364K | 0.24% | 30 |
|
|
2022
Q2 | $1.38M | Sell |
9,115
-508
| -5% | -$77K | 0.4% | 22 |
|
|
2022
Q1 | $2.63M | Sell |
9,623
-408
| -4% | -$111K | 0.66% | 16 |
|
|
2021
Q4 | $2.95M | Buy |
+10,031
| New | +$2.95M | 0.74% | 17 |
|