WE
Wealth Effects’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
174,685
-6,674
| -4% | -$1.05M | 10.33% | 1 |
|
|
2025
Q1 | $19.7M | Sell |
181,359
-13,792
| -7% | -$1.49M | 8.26% | 1 |
|
|
2024
Q4 | $26.2M | Sell |
195,151
-5,166
| -3% | -$694K | 9.31% | 1 |
|
|
2024
Q3 | $24.3M | Sell |
200,317
-18,711
| -9% | -$2.27M | 8.52% | 2 |
|
|
2024
Q2 | $27.1M | Buy |
219,028
+196,945
| +892% | +$24.3M | 9.81% | 2 |
|
|
2024
Q1 | $20M | Sell |
22,083
-2,663
| -11% | -$2.41M | 7.36% | 2 |
|
|
2023
Q4 | $12.3M | Buy |
24,746
+825
| +3% | +$409K | 4.61% | 3 |
|
|
2023
Q3 | $10.4M | Sell |
23,921
-704
| -3% | -$306K | 5.14% | 3 |
|
|
2023
Q2 | $10.4M | Sell |
24,625
-885
| -3% | -$374K | 4.58% | 3 |
|
|
2023
Q1 | $7.09M | Buy |
25,510
+143
| +0.6% | +$39.7K | 3.63% | 3 |
|
|
2022
Q4 | $3.71M | Sell |
25,367
-1,346
| -5% | -$197K | 2.12% | 8 |
|
|
2022
Q3 | $3.24M | Sell |
26,713
-918
| -3% | -$111K | 1.98% | 11 |
|
|
2022
Q2 | $4.19M | Sell |
27,631
-405
| -1% | -$61.4K | 2.52% | 6 |
|
|
2022
Q1 | $7.65M | Buy |
28,036
+1,094
| +4% | +$299K | 3.57% | 4 |
|
|
2021
Q4 | $7.92M | Buy |
+26,942
| New | +$7.92M | 3.29% | 5 |
|