PWM
Prosperity Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
39,979
+2,189
| +6% | +$346K | 2.34% | 7 |
|
|
2025
Q1 | $4.1M | Buy |
37,790
+44
| +0.1% | +$4.77K | 1.93% | 10 |
|
|
2024
Q4 | $5.07M | Sell |
37,746
-15,478
| -29% | -$2.08M | 2.09% | 8 |
|
|
2024
Q3 | $6.46M | Buy |
53,224
+7,994
| +18% | +$971K | 2.58% | 8 |
|
|
2024
Q2 | $5.59M | Buy |
45,230
+42,584
| +1,609% | +$5.26M | 2.74% | 6 |
|
|
2024
Q1 | $2.39M | Buy |
2,646
+777
| +42% | +$702K | 1.13% | 14 |
|
|
2023
Q4 | $926K | Sell |
1,869
-1,087
| -37% | -$538K | 0.6% | 27 |
|
|
2023
Q3 | $1.29M | Buy |
2,956
+412
| +16% | +$179K | 0.83% | 20 |
|
|
2023
Q2 | $1.08M | Sell |
2,544
-2,233
| -47% | -$945K | 0.7% | 20 |
|
|
2023
Q1 | $1.33M | Buy |
4,777
+577
| +14% | +$160K | 1.05% | 19 |
|
|
2022
Q4 | $614K | Buy |
+4,200
| New | +$614K | 0.58% | 35 |
|