PWP
Perfromance Wealth Partners’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218M | Buy |
1,381,748
+31,407
| +2% | +$4.96M | 6.98% | 5 |
|
2025
Q1 | $146M | Buy |
1,350,341
+36,468
| +3% | +$3.95M | 5.23% | 5 |
|
2024
Q4 | $176M | Buy |
1,313,873
+7,560
| +0.6% | +$1.02M | 5.67% | 5 |
|
2024
Q3 | $159M | Buy |
1,306,313
+33,953
| +3% | +$4.12M | 5.46% | 5 |
|
2024
Q2 | $157M | Buy |
1,272,360
+1,163,430
| +1,068% | +$144M | 5.79% | 5 |
|
2024
Q1 | $98.4M | Buy |
108,930
+99,250
| +1,025% | +$89.7M | 4.13% | 7 |
|
2023
Q4 | $4.79M | Buy |
9,680
+2,955
| +44% | +$1.46M | 0.21% | 36 |
|
2023
Q3 | $2.93M | Buy |
6,725
+1,606
| +31% | +$699K | 0.14% | 52 |
|
2023
Q2 | $2.17M | Buy |
5,119
+4,127
| +416% | +$1.75M | 0.1% | 60 |
|
2023
Q1 | $276K | Buy |
+992
| New | +$276K | 0.01% | 148 |
|
2022
Q4 | – | Sell |
-98,422
| Closed | -$11.9M | – | 172 |
|
2022
Q3 | $11.9M | Sell |
98,422
-96,464
| -49% | -$11.7M | 0.69% | 18 |
|
2022
Q2 | $29.5M | Sell |
194,886
-2,053
| -1% | -$311K | 1.66% | 11 |
|
2022
Q1 | $53.7M | Sell |
196,939
-8,000
| -4% | -$2.18M | 2.34% | 7 |
|
2021
Q4 | $60.3M | Buy |
+204,939
| New | +$60.3M | 2.43% | 7 |
|