PWPS
Pinnacle Wealth Planning Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
118,489
+20,504
| +21% | +$3.24M | 2.46% | 8 |
|
|
2025
Q1 | $10.6M | Buy |
97,985
+4,342
| +5% | +$471K | 1.6% | 9 |
|
|
2024
Q4 | $12.6M | Sell |
93,643
-42,553
| -31% | -$5.71M | 1.89% | 9 |
|
|
2024
Q3 | $16.5M | Buy |
136,196
+2,042
| +2% | +$248K | 2.25% | 8 |
|
|
2024
Q2 | $16.6M | Buy |
134,154
+120,025
| +849% | +$14.8M | 2.37% | 7 |
|
|
2024
Q1 | $12.8M | Sell |
14,129
-718
| -5% | -$649K | 1.87% | 9 |
|
|
2023
Q4 | $7.35M | Sell |
14,847
-4,959
| -25% | -$2.46M | 1.16% | 12 |
|
|
2023
Q3 | $8.62M | Sell |
19,806
-427
| -2% | -$186K | 1.42% | 11 |
|
|
2023
Q2 | $8.56M | Sell |
20,233
-1,286
| -6% | -$544K | 1.38% | 11 |
|
|
2023
Q1 | $5.98M | Buy |
21,519
+24
| +0.1% | +$6.67K | 0.99% | 14 |
|
|
2022
Q4 | $3.14M | Buy |
21,495
+5,465
| +34% | +$799K | 0.56% | 32 |
|
|
2022
Q3 | $1.95M | Sell |
16,030
-3,299
| -17% | -$400K | 0.36% | 47 |
|
|
2022
Q2 | $2.93M | Buy |
19,329
+5,289
| +38% | +$802K | 0.53% | 32 |
|
|
2022
Q1 | $3.83M | Buy |
14,040
+2,053
| +17% | +$560K | 0.7% | 26 |
|
|
2021
Q4 | $3.53M | Buy |
11,987
+255
| +2% | +$75K | 0.69% | 26 |
|
|
2021
Q3 | $2.43M | Buy |
11,732
+8,869
| +310% | +$1.84M | 0.54% | 36 |
|
|
2021
Q2 | $2.29M | Buy |
2,863
+112
| +4% | +$89.6K | 0.53% | 33 |
|
|
2021
Q1 | $1.47M | Buy |
2,751
+368
| +15% | +$196K | 0.38% | 52 |
|
|
2020
Q4 | $1.24M | Buy |
2,383
+28
| +1% | +$14.6K | 0.3% | 54 |
|
|
2020
Q3 | $1.28M | Sell |
2,355
-4
| -0.2% | -$2.17K | 0.42% | 41 |
|
|
2020
Q2 | $896K | Sell |
2,359
-56
| -2% | -$21.3K | 0.29% | 62 |
|
|
2020
Q1 | $635K | Buy |
2,415
+488
| +25% | +$128K | 0.3% | 66 |
|
|
2019
Q4 | $453K | Buy |
1,927
+411
| +27% | +$96.6K | 0.21% | 102 |
|
|
2019
Q3 | $263K | Buy |
+1,516
| New | +$263K | 0.14% | 136 |
|