TSWM
Tyler-Stone Wealth Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.2M | Sell |
304,913
-14,932
| -5% | -$2.36M | 7.76% | 1 |
|
2025
Q1 | $34.7M | Sell |
319,845
-15,285
| -5% | -$1.66M | 6.22% | 1 |
|
2024
Q4 | $45M | Sell |
335,130
-12,310
| -4% | -$1.65M | 8.01% | 1 |
|
2024
Q3 | $42.2M | Buy |
347,440
+175,929
| +103% | +$21.4M | 7.97% | 1 |
|
2024
Q2 | $21.2M | Buy |
171,511
+154,202
| +891% | +$19.1M | 8.71% | 1 |
|
2024
Q1 | $15.6M | Sell |
17,309
-563
| -3% | -$509K | 6.92% | 1 |
|
2023
Q4 | $8.85M | Buy |
17,872
+376
| +2% | +$186K | 4.43% | 2 |
|
2023
Q3 | $7.61M | Sell |
17,496
-2,255
| -11% | -$981K | 4.34% | 2 |
|
2023
Q2 | $8.36M | Buy |
+19,751
| New | +$8.36M | 4.72% | 2 |
|
2022
Q4 | $3.12M | Sell |
21,320
-15
| -0.1% | -$2.19K | 2.12% | 6 |
|
2022
Q3 | $2.59M | Sell |
21,335
-995
| -4% | -$121K | 1.97% | 6 |
|
2022
Q2 | $3.39M | Sell |
22,330
-1,997
| -8% | -$303K | 2.26% | 5 |
|
2022
Q1 | $6.64M | Buy |
24,327
+236
| +1% | +$64.4K | 3.65% | 2 |
|
2021
Q4 | $7.09M | Buy |
+24,091
| New | +$7.09M | 3.75% | 2 |
|