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Transform Wealth’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $31.8M | Buy |
293,259
+2,710
| +0.9% | +$294K | 1.93% | 5 |
|
2024
Q4 | $39M | Buy |
290,549
+40,092
| +16% | +$5.38M | 2.17% | 6 |
|
2024
Q3 | $30.4M | Buy |
250,457
+71,534
| +40% | +$8.69M | 2.02% | 5 |
|
2024
Q2 | $22.1M | Buy |
178,923
+161,842
| +947% | +$20M | 1.66% | 13 |
|
2024
Q1 | $15.4M | Buy |
17,081
+1,074
| +7% | +$970K | 1.47% | 18 |
|
2023
Q4 | $7.93M | Buy |
16,007
+10,457
| +188% | +$5.18M | 0.77% | 41 |
|
2023
Q3 | $2.41M | Sell |
5,550
-6,565
| -54% | -$2.86M | 0.25% | 96 |
|
2023
Q2 | $5.12M | Sell |
12,115
-678
| -5% | -$287K | 0.46% | 75 |
|
2023
Q1 | $3.55M | Buy |
12,793
+6,187
| +94% | +$1.72M | 0.34% | 85 |
|
2022
Q4 | $965K | Buy |
+6,606
| New | +$965K | 0.11% | 122 |
|
2022
Q2 | – | Sell |
-21,456
| Closed | -$5.86M | – | 216 |
|
2022
Q1 | $5.86M | Buy |
21,456
+20,646
| +2,549% | +$5.63M | 0.66% | 54 |
|
2021
Q4 | $238K | Buy |
+810
| New | +$238K | 0.02% | 205 |
|