TSWM
Triangle Securities Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
19,005
+1,677
| +10% | +$265K | 0.74% | 39 |
|
|
2025
Q1 | $1.88M | Buy |
17,328
+985
| +6% | +$107K | 0.48% | 64 |
|
|
2024
Q4 | $2.19M | Sell |
16,343
-1,572
| -9% | -$211K | 0.56% | 57 |
|
|
2024
Q3 | $2.18M | Sell |
17,915
-645
| -3% | -$78.3K | 0.56% | 55 |
|
|
2024
Q2 | $2.29M | Buy |
18,560
+16,600
| +847% | +$2.05M | 0.65% | 49 |
|
|
2024
Q1 | $1.77M | Sell |
1,960
-13
| -0.7% | -$11.7K | 0.5% | 65 |
|
|
2023
Q4 | $977K | Sell |
1,973
-186
| -9% | -$92.1K | 0.3% | 96 |
|
|
2023
Q3 | $939K | Sell |
2,159
-1,124
| -34% | -$489K | 0.33% | 83 |
|
|
2023
Q2 | $1.39M | Sell |
3,283
-63
| -2% | -$26.7K | 0.48% | 65 |
|
|
2023
Q1 | $929K | Buy |
3,346
+125
| +4% | +$34.7K | 0.33% | 89 |
|
|
2022
Q4 | $471K | Buy |
3,221
+488
| +18% | +$71.3K | 0.17% | 138 |
|
|
2022
Q3 | $332K | Buy |
+2,733
| New | +$332K | 0.14% | 150 |
|