RSWM
Robertson Stephens Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
96,392
-2,271
| -2% | -$359K | 0.48% | 41 |
|
|
2025
Q1 | $10.7M | Sell |
98,663
-20,426
| -17% | -$2.21M | 0.37% | 53 |
|
|
2024
Q4 | $16M | Buy |
119,089
+1,604
| +1% | +$215K | 0.57% | 36 |
|
|
2024
Q3 | $14.3M | Buy |
117,485
+9,320
| +9% | +$1.13M | 0.52% | 42 |
|
|
2024
Q2 | $13.4M | Buy |
108,165
+100,286
| +1,273% | +$12.4M | 0.67% | 29 |
|
|
2024
Q1 | $7.12M | Sell |
7,879
-210
| -3% | -$190K | 0.38% | 48 |
|
|
2023
Q4 | $4.01M | Sell |
8,089
-790
| -9% | -$391K | 0.24% | 73 |
|
|
2023
Q3 | $3.86M | Buy |
8,879
+748
| +9% | +$325K | 0.26% | 79 |
|
|
2023
Q2 | $3.44M | Buy |
8,131
+333
| +4% | +$141K | 0.24% | 91 |
|
|
2023
Q1 | $2.17M | Buy |
7,798
+1,059
| +16% | +$294K | 0.17% | 115 |
|
|
2022
Q4 | $985K | Buy |
6,739
+218
| +3% | +$31.9K | 0.1% | 176 |
|
|
2022
Q3 | $791K | Sell |
6,521
-1,208
| -16% | -$147K | 0.08% | 174 |
|
|
2022
Q2 | $1.17M | Buy |
7,729
+2,782
| +56% | +$421K | 0.11% | 144 |
|
|
2022
Q1 | $1.35M | Buy |
4,947
+2,811
| +132% | +$767K | 0.11% | 149 |
|
|
2021
Q4 | $628K | Buy |
2,136
+98
| +5% | +$28.8K | 0.05% | 235 |
|
|
2021
Q3 | $422K | Buy |
2,038
+167
| +9% | +$34.6K | 0.05% | 221 |
|
|
2021
Q2 | $1.5M | Buy |
1,871
+1,222
| +188% | +$978K | 0.18% | 91 |
|
|
2021
Q1 | $346K | Buy |
649
+174
| +37% | +$92.8K | 0.06% | 214 |
|
|
2020
Q4 | $248K | Buy |
+475
| New | +$248K | 0.05% | 211 |
|