NWM
Northwest Wealth Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.12M | Buy |
38,714
+663
| +2% | +$105K | 1.11% | 20 |
|
2025
Q1 | $4.12M | Buy |
38,051
+2,277
| +6% | +$247K | 0.82% | 27 |
|
2024
Q4 | $4.8M | Buy |
35,774
+3,143
| +10% | +$422K | 1.02% | 24 |
|
2024
Q3 | $3.96M | Buy |
32,631
+246
| +0.8% | +$29.9K | 0.92% | 27 |
|
2024
Q2 | $4M | Buy |
32,385
+29,542
| +1,039% | +$3.65M | 1.04% | 23 |
|
2024
Q1 | $2.57M | Buy |
2,843
+874
| +44% | +$790K | 0.7% | 36 |
|
2023
Q4 | $975K | Buy |
1,969
+30
| +2% | +$14.9K | 0.29% | 65 |
|
2023
Q3 | $843K | Sell |
1,939
-16
| -0.8% | -$6.96K | 0.3% | 67 |
|
2023
Q2 | $827K | Buy |
1,955
+284
| +17% | +$120K | 0.3% | 68 |
|
2023
Q1 | $464K | Buy |
+1,671
| New | +$464K | 0.18% | 98 |
|
2019
Q2 | – | Sell |
-135
| Closed | -$24K | – | 356 |
|
2019
Q1 | $24K | Hold |
135
| – | – | 0.02% | 284 |
|
2018
Q4 | $18K | Buy |
135
+27
| +25% | +$3.6K | 0.02% | 282 |
|
2018
Q3 | $30K | Hold |
108
| – | – | 0.02% | 259 |
|
2018
Q2 | $26K | Hold |
108
| – | – | 0.02% | 278 |
|
2018
Q1 | $25K | Buy |
+108
| New | +$25K | 0.02% | 287 |
|