WLPWM
Walled Lake Planning & Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
3,070
-45
| -1% | -$7.11K | 0.16% | 71 |
|
|
2025
Q1 | $338K | Buy |
3,115
+51
| +2% | +$5.53K | 0.12% | 91 |
|
|
2024
Q4 | $411K | Buy |
3,064
+152
| +5% | +$20.4K | 0.15% | 81 |
|
|
2024
Q3 | $354K | Buy |
2,912
+90
| +3% | +$10.9K | 0.13% | 89 |
|
|
2024
Q2 | $349K | Buy |
+2,822
| New | +$349K | 0.14% | 84 |
|