PWMAG
Pinnacle Wealth Management Advisory Group’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.3M | Buy |
160,040
+7,861
| +5% | +$1.24M | 2.1% | 11 |
|
2025
Q1 | $16.5M | Buy |
152,179
+5,827
| +4% | +$632K | 1.54% | 17 |
|
2024
Q4 | $19.7M | Sell |
146,352
-1,902
| -1% | -$255K | 1.84% | 14 |
|
2024
Q3 | $18M | Sell |
148,254
-3,271
| -2% | -$397K | 1.72% | 16 |
|
2024
Q2 | $18.7M | Buy |
151,525
+135,814
| +864% | +$16.8M | 1.93% | 13 |
|
2024
Q1 | $14.2M | Sell |
15,711
-354
| -2% | -$320K | 1.52% | 18 |
|
2023
Q4 | $7.96M | Sell |
16,065
-604
| -4% | -$299K | 0.93% | 27 |
|
2023
Q3 | $7.25M | Sell |
16,669
-933
| -5% | -$406K | 0.94% | 27 |
|
2023
Q2 | $7.45M | Sell |
17,602
-881
| -5% | -$373K | 0.93% | 26 |
|
2023
Q1 | $5.13M | Sell |
18,483
-321
| -2% | -$89.2K | 0.69% | 34 |
|
2022
Q4 | $2.75M | Buy |
18,804
+2,989
| +19% | +$437K | 0.41% | 60 |
|
2022
Q3 | $1.92M | Buy |
15,815
+2,250
| +17% | +$273K | 0.32% | 74 |
|
2022
Q2 | $2.06M | Buy |
13,565
+201
| +2% | +$30.5K | 0.33% | 76 |
|
2022
Q1 | $3.65M | Buy |
13,364
+3,156
| +31% | +$861K | 0.53% | 53 |
|
2021
Q4 | $3M | Buy |
10,208
+668
| +7% | +$196K | 0.49% | 54 |
|
2021
Q3 | $1.98M | Buy |
9,540
+7,177
| +304% | +$1.49M | 0.46% | 57 |
|
2021
Q2 | $1.89M | Buy |
2,363
+2
| +0.1% | +$1.6K | 0.44% | 62 |
|
2021
Q1 | $1.26M | Buy |
2,361
+514
| +28% | +$275K | 0.35% | 72 |
|
2020
Q4 | $965K | Sell |
1,847
-240
| -11% | -$125K | 0.29% | 80 |
|
2020
Q3 | $1.13M | Sell |
2,087
-120
| -5% | -$65K | 0.39% | 68 |
|
2020
Q2 | $838K | Buy |
2,207
+222
| +11% | +$84.3K | 0.31% | 81 |
|
2020
Q1 | $523K | Buy |
1,985
+185
| +10% | +$48.7K | 0.25% | 90 |
|
2019
Q4 | $424K | Sell |
1,800
-90
| -5% | -$21.2K | 0.16% | 119 |
|
2019
Q3 | $329K | Sell |
1,890
-1,155
| -38% | -$201K | 0.14% | 134 |
|
2019
Q2 | $500K | Buy |
3,045
+305
| +11% | +$50.1K | 0.21% | 108 |
|
2019
Q1 | $492K | Buy |
2,740
+1,050
| +62% | +$189K | 0.22% | 102 |
|
2018
Q4 | $226K | Buy |
+1,690
| New | +$226K | 0.12% | 148 |
|