WKWM
Walter & Keenan Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
35,423
+3,484
| +11% | +$550K | 1.63% | 16 |
|
|
2025
Q1 | $3.46M | Buy |
31,939
+5,052
| +19% | +$548K | 1.04% | 26 |
|
|
2024
Q4 | $3.61M | Sell |
26,887
-3,530
| -12% | -$474K | 1.09% | 25 |
|
|
2024
Q3 | $3.69M | Buy |
30,417
+117
| +0.4% | +$14.2K | 1.12% | 23 |
|
|
2024
Q2 | $3.74M | Buy |
30,300
+27,244
| +891% | +$3.37M | 1.19% | 20 |
|
|
2024
Q1 | $2.76M | Buy |
3,056
+1,099
| +56% | +$993K | 0.9% | 36 |
|
|
2023
Q4 | $969K | Sell |
1,957
-2
| -0.1% | -$990 | 0.35% | 70 |
|
|
2023
Q3 | $852K | Buy |
1,959
+447
| +30% | +$194K | 0.33% | 69 |
|
|
2023
Q2 | $640K | Sell |
1,512
-17
| -1% | -$7.19K | 0.24% | 88 |
|
|
2023
Q1 | $425K | Buy |
+1,529
| New | +$425K | 0.16% | 105 |
|
|
2022
Q3 | – | Sell |
-1,384
| Closed | -$210K | – | 142 |
|
|
2022
Q2 | $210K | Hold |
1,384
| – | – | 0.08% | 137 |
|
|
2022
Q1 | $378K | Hold |
1,384
| – | – | 0.13% | 113 |
|
|
2021
Q4 | $407K | Hold |
1,384
| – | – | 0.13% | 106 |
|
|
2021
Q3 | $287K | Buy |
1,384
+1,084
| +361% | +$225K | 0.1% | 127 |
|
|
2021
Q2 | $240K | Buy |
+300
| New | +$240K | 0.08% | 129 |
|
|
2020
Q2 | – | Sell |
-1,723
| Closed | -$419K | – | 174 |
|
|
2020
Q1 | $419K | Buy |
+1,723
| New | +$419K | 0.17% | 66 |
|