TWM
TriaGen Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Sell |
49,953
-24,261
| -33% | -$3.83M | 2.39% | 9 |
|
|
2025
Q1 | $8.04M | Sell |
74,214
-27,683
| -27% | -$3M | 2.84% | 7 |
|
|
2024
Q4 | $13.7M | Buy |
101,897
+36,879
| +57% | +$4.95M | 4.61% | 2 |
|
|
2024
Q3 | $7.9M | Sell |
65,018
-30,345
| -32% | -$3.69M | 2.64% | 8 |
|
|
2024
Q2 | $11.8M | Buy |
95,363
+85,852
| +903% | +$10.6M | 4.55% | 3 |
|
|
2024
Q1 | $8.59M | Buy |
9,511
+1,993
| +27% | +$1.8M | 3.57% | 5 |
|
|
2023
Q4 | $3.72M | Buy |
7,518
+1,879
| +33% | +$931K | 1.77% | 9 |
|
|
2023
Q3 | $2.45M | Buy |
5,639
+1
| +0% | +$435 | 1.25% | 17 |
|
|
2023
Q2 | $2.39M | Sell |
5,638
-908
| -14% | -$384K | 1.09% | 20 |
|
|
2023
Q1 | $1.82M | Buy |
6,546
+1,046
| +19% | +$291K | 0.91% | 32 |
|
|
2022
Q4 | $804K | Hold |
5,500
| – | – | 0.45% | 61 |
|
|
2022
Q3 | $668K | Sell |
5,500
-8
| -0.1% | -$972 | 0.37% | 70 |
|
|
2022
Q2 | $835K | Sell |
5,508
-1,781
| -24% | -$270K | 0.59% | 49 |
|
|
2022
Q1 | $1.99M | Sell |
7,289
-1,346
| -16% | -$367K | 1.03% | 30 |
|
|
2021
Q4 | $2.54M | Sell |
8,635
-316
| -4% | -$93K | 1.25% | 16 |
|
|
2021
Q3 | $1.85M | Buy |
8,951
+155
| +2% | +$32.1K | 1.01% | 28 |
|
|
2021
Q2 | $1.72M | Buy |
8,796
+6,595
| +300% | +$1.29M | 0.88% | 35 |
|
|
2021
Q1 | $1.18M | Sell |
2,201
-8
| -0.4% | -$4.27K | 0.68% | 52 |
|
|
2020
Q4 | $1.15M | Buy |
+2,209
| New | +$1.15M | 0.68% | 51 |
|