THWM
Taylor Hoffman Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.43M | Buy |
11,470
+10,258
| +846% | -$80.8K | 0.58% | 39 |
|
|
2024
Q1 | $1.1M | Sell |
1,212
-44
| -4% | -$39.8K | 0.46% | 48 |
|
|
2023
Q4 | $622K | Sell |
1,256
-36
| -3% | -$17.8K | 0.28% | 63 |
|
|
2023
Q3 | $562K | Hold |
1,292
| – | – | 0.29% | 66 |
|
|
2023
Q2 | $547K | Hold |
1,292
| – | – | 0.27% | 67 |
|
|
2023
Q1 | $359K | Buy |
+1,292
| New | +$359K | 0.2% | 83 |
|
|
2022
Q2 | – | Sell |
-1,317
| Closed | -$359K | – | 137 |
|
|
2022
Q1 | $359K | Sell |
1,317
-15
| -1% | -$4.09K | 0.14% | 106 |
|
|
2021
Q4 | $392K | Sell |
1,332
-46
| -3% | -$13.5K | 0.15% | 103 |
|
|
2021
Q3 | $286K | Buy |
1,378
+1,068
| +345% | +$28.6K | 0.12% | 114 |
|
|
2021
Q2 | $248K | Buy |
+310
| New | +$248K | 0.11% | 120 |
|
|
2021
Q1 | – | Sell |
-475
| Closed | -$248K | – | 126 |
|
|
2020
Q4 | $248K | Hold |
475
| – | – | 0.13% | 115 |
|
|
2020
Q3 | $257K | Sell |
475
-8
| -2% | -$4.33K | 0.15% | 108 |
|
|
2020
Q2 | $183K | Buy |
+483
| New | +$183K | 0.11% | 119 |
|
|
2020
Q1 | – | Sell |
-505
| Closed | -$119K | – | 291 |
|
|
2019
Q4 | $119K | Hold |
505
| – | – | 0.08% | 149 |
|
|
2019
Q3 | $88K | Hold |
505
| – | – | 0.06% | 164 |
|
|
2019
Q2 | $83K | Sell |
505
-129
| -20% | -$21.2K | 0.07% | 160 |
|
|
2019
Q1 | $114K | Sell |
634
-1,973
| -76% | -$355K | 0.08% | 138 |
|
|
2018
Q4 | $348K | Sell |
2,607
-24
| -0.9% | -$3.2K | 0.31% | 72 |
|
|
2018
Q3 | $739K | Hold |
2,631
| – | – | 0.58% | 50 |
|
|
2018
Q2 | $623K | Sell |
2,631
-368
| -12% | -$87.1K | 0.54% | 55 |
|
|
2018
Q1 | $695K | Buy |
+2,999
| New | +$695K | 0.64% | 49 |
|