OWM
OneAscent Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
8,053
+1,654
| +26% | +$261K | 0.47% | 24 |
|
|
2025
Q1 | $694K | Buy |
6,399
+302
| +5% | +$32.8K | 0.3% | 35 |
|
|
2024
Q4 | $819K | Sell |
6,097
-2,093
| -26% | -$281K | 0.34% | 36 |
|
|
2024
Q3 | $995K | Buy |
8,190
+418
| +5% | +$50.8K | 0.38% | 26 |
|
|
2024
Q2 | $960K | Buy |
7,772
+6,987
| +890% | +$863K | 0.5% | 13 |
|
|
2024
Q1 | $709K | Buy |
785
+259
| +49% | +$234K | 0.27% | 45 |
|
|
2023
Q4 | $260K | Buy |
+526
| New | +$260K | 0.1% | 138 |
|
|
2023
Q3 | – | Sell |
-639
| Closed | -$270K | – | 174 |
|
|
2023
Q2 | $270K | Buy |
+639
| New | +$270K | 0.13% | 76 |
|