UWPG
Ullmann Wealth Partners Group’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.28M | Buy |
27,092
+3,852
| +17% | +$609K | 0.51% | 32 |
|
2025
Q1 | $2.52M | Buy |
23,240
+1,976
| +9% | +$214K | 0.33% | 33 |
|
2024
Q4 | $2.86M | Buy |
21,264
+423
| +2% | +$56.8K | 0.37% | 32 |
|
2024
Q3 | $2.53M | Sell |
20,841
-2,219
| -10% | -$269K | 0.33% | 35 |
|
2024
Q2 | $2.85M | Buy |
23,060
+20,897
| +966% | +$2.58M | 0.41% | 31 |
|
2024
Q1 | $1.95M | Buy |
2,163
+416
| +24% | +$376K | 0.29% | 37 |
|
2023
Q4 | $865K | Buy |
1,747
+462
| +36% | +$229K | 0.14% | 48 |
|
2023
Q3 | $559K | Buy |
1,285
+245
| +24% | +$107K | 0.1% | 56 |
|
2023
Q2 | $440K | Buy |
1,040
+77
| +8% | +$32.6K | 0.09% | 63 |
|
2023
Q1 | $268K | Buy |
+963
| New | +$268K | 0.06% | 77 |
|