MWP
MYCIO Wealth Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
2,720
| – | – | 0.1% | 31 |
|
|
2025
Q1 | $295K | Hold |
2,720
| – | – | 0.07% | 37 |
|
|
2024
Q4 | $365K | Sell |
2,720
-160
| -6% | -$21.5K | 0.09% | 37 |
|
|
2024
Q3 | $350K | Hold |
2,880
| – | – | 0.08% | 37 |
|
|
2024
Q2 | $356K | Buy |
2,880
+2,608
| +959% | +$322K | 0.09% | 35 |
|
|
2024
Q1 | $246K | Buy |
+272
| New | +$246K | 0.06% | 42 |
|
|
2020
Q1 | – | Sell |
-1,576
| Closed | -$371K | – | 268 |
|
|
2019
Q4 | $371K | Sell |
1,576
-207
| -12% | -$48.7K | 0.02% | 233 |
|
|
2019
Q3 | $310K | Buy |
1,783
+21
| +1% | +$3.65K | 0.02% | 240 |
|
|
2019
Q2 | $289K | Hold |
1,762
| – | – | 0.02% | 240 |
|
|
2019
Q1 | $316K | Sell |
1,762
-375
| -18% | -$67.3K | 0.03% | 212 |
|
|
2018
Q4 | $285K | Buy |
2,137
+832
| +64% | +$111K | 0.03% | 209 |
|
|
2018
Q3 | $367K | Buy |
1,305
+30
| +2% | +$8.44K | 0.04% | 187 |
|
|
2018
Q2 | $302K | Buy |
1,275
+22
| +2% | +$5.21K | 0.03% | 209 |
|
|
2018
Q1 | $290K | Buy |
1,253
+54
| +5% | +$12.5K | 0.03% | 186 |
|
|
2017
Q4 | $232K | Buy |
1,199
+50
| +4% | +$9.68K | 0.03% | 219 |
|
|
2017
Q3 | $205K | Buy |
+1,149
| New | +$205K | 0.02% | 226 |
|
|
2016
Q4 | – | Sell |
-810
| Closed | -$56K | – | 507 |
|
|
2016
Q3 | $56K | Sell |
810
-20
| -2% | -$1.38K | 0.01% | 324 |
|
|
2016
Q2 | $39K | Sell |
830
-170
| -17% | -$7.99K | 0.01% | 369 |
|
|
2016
Q1 | $36K | Hold |
1,000
| – | – | 0.01% | 355 |
|
|
2015
Q4 | $33K | Hold |
1,000
| – | – | 0.01% | 341 |
|
|
2015
Q3 | $25K | Sell |
1,000
-500
| -33% | -$12.5K | 0.01% | 405 |
|
|
2015
Q2 | $30K | Hold |
1,500
| – | – | 0.01% | 372 |
|
|
2015
Q1 | $31K | Hold |
1,500
| – | – | 0.01% | 343 |
|
|
2014
Q4 | $30K | Hold |
1,500
| – | – | 0.01% | 339 |
|
|
2014
Q3 | $28K | Sell |
1,500
-500
| -25% | -$9.33K | 0.01% | 320 |
|
|
2014
Q2 | $37K | Hold |
2,000
| – | – | 0.01% | 300 |
|
|
2014
Q1 | $36K | Hold |
2,000
| – | – | 0.01% | 291 |
|
|
2013
Q4 | $32K | Hold |
2,000
| – | – | 0.01% | 301 |
|
|
2013
Q3 | $31K | Hold |
2,000
| – | – | 0.01% | 285 |
|
|
2013
Q2 | $28K | Buy |
+2,000
| New | +$28K | 0.01% | 296 |
|