TWD
True Wealth Design’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
4,152
-556
| -12% | -$87.9K | 0.23% | 23 |
|
|
2025
Q1 | $510K | Buy |
4,708
+1,361
| +41% | +$148K | 0.19% | 17 |
|
|
2024
Q4 | $450K | Buy |
3,347
+262
| +8% | +$35.2K | 0.17% | 18 |
|
|
2024
Q3 | $375K | Buy |
3,085
+1,320
| +75% | +$160K | 0.15% | 20 |
|
|
2024
Q2 | $218K | Buy |
1,765
+1,610
| +1,039% | +$199K | 0.05% | 115 |
|
|
2024
Q1 | $140K | Sell |
155
-7
| -4% | -$6.33K | 0.03% | 127 |
|
|
2023
Q4 | $80.2K | Sell |
162
-22
| -12% | -$10.9K | 0.02% | 140 |
|
|
2023
Q3 | $80K | Hold |
184
| – | – | 0.03% | 136 |
|
|
2023
Q2 | $77.8K | Sell |
184
-235
| -56% | -$99.4K | 0.03% | 137 |
|
|
2023
Q1 | $116K | Sell |
419
-3
| -0.7% | -$833 | 0.05% | 131 |
|
|
2022
Q4 | $61.7K | Buy |
+422
| New | +$61.7K | 0.03% | 140 |
|