PWM
PRW Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.91M | Sell |
11,922
-8
| -0.1% | -$3.29K | 1.87% | 17 |
|
|
2023
Q2 | $5.54M | Buy |
11,930
+1,494
| +14% | +$694K | 1.9% | 11 |
|
|
2023
Q1 | $2.9M | Sell |
10,436
-1,559
| -13% | -$433K | 1.13% | 22 |
|
|
2022
Q4 | $1.75M | Sell |
11,995
-492
| -4% | -$71.9K | 0.75% | 15 |
|
|
2022
Q3 | $1.52M | Buy |
12,487
+603
| +5% | +$73.2K | 0.72% | 23 |
|
|
2022
Q2 | $1.8M | Sell |
11,884
-136
| -1% | -$20.6K | 1.06% | 20 |
|
|
2022
Q1 | $3.28M | Sell |
12,020
-973
| -7% | -$266K | 1.46% | 20 |
|
|
2021
Q4 | $3.82M | Sell |
12,993
-175
| -1% | -$51.5K | 1.78% | 13 |
|
|
2021
Q3 | $2.73M | Buy |
13,168
+5,325
| +68% | +$1.1M | 1.37% | 19 |
|
|
2021
Q2 | $6.28M | Buy |
7,843
+4,408
| +128% | +$3.53M | 1.84% | 8 |
|
|
2021
Q1 | $1.83M | Buy |
3,435
+200
| +6% | +$107K | 0.9% | 24 |
|
|
2020
Q4 | $1.69M | Sell |
3,235
-300
| -8% | -$157K | 0.95% | 23 |
|
|
2020
Q3 | $1.91M | Sell |
3,535
-965
| -21% | -$522K | 1.37% | 15 |
|
|
2020
Q2 | $1.71M | Buy |
4,500
+1,090
| +32% | +$414K | 1.36% | 15 |
|
|
2020
Q1 | $899K | Buy |
3,410
+4
| +0.1% | +$1.06K | 1.09% | 24 |
|
|
2019
Q4 | $801K | Buy |
3,406
+150
| +5% | +$35.3K | 0.91% | 29 |
|
|
2019
Q3 | $568K | Buy |
3,256
+7
| +0.2% | +$1.22K | 0.69% | 31 |
|
|
2019
Q2 | $534K | Buy |
3,249
+306
| +10% | +$50.3K | 0.59% | 32 |
|
|
2019
Q1 | $528K | Buy |
2,943
+650
| +28% | +$117K | 0.49% | 32 |
|
|
2018
Q4 | $306K | Buy |
+2,293
| New | +$306K | 0.38% | 41 |
|