PWM
Palumbo Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
49,300
+7,736
| +19% | +$1.22M | 2.41% | 9 |
|
|
2025
Q1 | $4.5M | Buy |
41,564
+12,946
| +45% | +$1.4M | 1.51% | 16 |
|
|
2024
Q4 | $3.84M | Sell |
28,618
-270
| -0.9% | -$36.3K | 1.43% | 14 |
|
|
2024
Q3 | $3.51M | Buy |
28,888
+924
| +3% | +$112K | 1.36% | 18 |
|
|
2024
Q2 | $3.45M | Buy |
27,964
+24,549
| +719% | +$3.03M | 1.46% | 17 |
|
|
2024
Q1 | $3.09M | Buy |
3,415
+599
| +21% | +$541K | 1.38% | 18 |
|
|
2023
Q4 | $1.39M | Buy |
2,816
+19
| +0.7% | +$9.41K | 0.71% | 34 |
|
|
2023
Q3 | $1.22M | Sell |
2,797
-16
| -0.6% | -$6.96K | 0.67% | 36 |
|
|
2023
Q2 | $1.19M | Buy |
2,813
+65
| +2% | +$27.5K | 0.73% | 28 |
|
|
2023
Q1 | $763K | Buy |
2,748
+652
| +31% | +$181K | 0.51% | 47 |
|
|
2022
Q4 | $306K | Hold |
2,096
| – | – | 0.24% | 68 |
|
|
2022
Q3 | $254K | Buy |
2,096
+1
| +0% | +$121 | 0.22% | 69 |
|
|
2022
Q2 | $318K | Sell |
2,095
-38
| -2% | -$5.77K | 0.25% | 66 |
|
|
2022
Q1 | $582K | Sell |
2,133
-8,104
| -79% | -$2.21M | 0.37% | 57 |
|
|
2021
Q4 | $3.01M | Buy |
10,237
+78
| +0.8% | +$22.9K | 1.89% | 12 |
|
|
2021
Q3 | $2.11M | Buy |
10,159
+7,169
| +240% | +$1.49M | 1.39% | 12 |
|
|
2021
Q2 | $2.39M | Buy |
2,990
+831
| +38% | +$665K | 1.61% | 12 |
|
|
2021
Q1 | $1.15M | Sell |
2,159
-6
| -0.3% | -$3.2K | 0.87% | 20 |
|
|
2020
Q4 | $1.13M | Buy |
+2,165
| New | +$1.13M | 0.91% | 16 |
|