MSWM
Mowery & Schoenfeld Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
19,292
+14,651
| +316% | +$2.31M | 4.63% | 5 |
|
|
2025
Q1 | $503K | Buy |
4,641
+226
| +5% | +$24.5K | 0.99% | 23 |
|
|
2024
Q4 | $593K | Buy |
4,415
+3,835
| +661% | +$515K | 1.15% | 18 |
|
|
2024
Q3 | $70.4K | Hold |
580
| – | – | 0.11% | 79 |
|
|
2024
Q2 | $71.7K | Buy |
580
+524
| +936% | +$64.7K | 0.1% | 79 |
|
|
2024
Q1 | $50.6K | Hold |
56
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $27.7K | Buy |
+56
| New | +$27.7K | 0.06% | 89 |
|