WMA
Wealth Management Associates’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Buy |
55,203
+375
| +0.7% | +$59.2K | 3.39% | 5 |
|
|
2025
Q1 | $5.94M | Buy |
54,828
+63
| +0.1% | +$6.83K | 2.55% | 8 |
|
|
2024
Q4 | $7.35M | Sell |
54,765
-1,495
| -3% | -$201K | 3.14% | 6 |
|
|
2024
Q3 | $6.83M | Sell |
56,260
-762
| -1% | -$92.5K | 3% | 7 |
|
|
2024
Q2 | $7.04M | Hold |
57,022
| – | – | 3.3% | 6 |
|
|
2024
Q1 | $7.04M | Buy |
57,022
+50,673
| +798% | +$6.26M | 3.3% | 6 |
|
|
2023
Q4 | $3.14M | Sell |
6,349
-881
| -12% | -$436K | 1.66% | 12 |
|
|
2023
Q3 | $3.14M | Buy |
7,230
+162
| +2% | +$70.5K | 1.84% | 11 |
|
|
2023
Q2 | $2.99M | Sell |
7,068
-1,372
| -16% | -$580K | 1.69% | 12 |
|
|
2023
Q1 | $2.34M | Sell |
8,440
-741
| -8% | -$206K | 1.45% | 14 |
|
|
2022
Q4 | $1.34M | Sell |
9,181
-990
| -10% | -$145K | 0.89% | 25 |
|
|
2022
Q3 | $1.23M | Buy |
10,171
+2,201
| +28% | +$267K | 0.87% | 26 |
|
|
2022
Q2 | $1.21M | Sell |
7,970
-79
| -1% | -$12K | 0.82% | 26 |
|
|
2022
Q1 | $2.2M | Sell |
8,049
-275
| -3% | -$75K | 1.25% | 15 |
|
|
2021
Q4 | $2.45M | Buy |
8,324
+1,963
| +31% | +$577K | 1.32% | 15 |
|
|
2021
Q3 | $1.32M | Buy |
6,361
+4,619
| +265% | +$957K | 0.77% | 28 |
|
|
2021
Q2 | $1.39M | Sell |
1,742
-199
| -10% | -$159K | 0.79% | 27 |
|
|
2021
Q1 | $1.04M | Buy |
1,941
+182
| +10% | +$97.2K | 0.66% | 33 |
|
|
2020
Q4 | $919K | Buy |
1,759
+54
| +3% | +$28.2K | 0.6% | 38 |
|
|
2020
Q3 | $923K | Sell |
1,705
-191
| -10% | -$103K | 0.71% | 33 |
|
|
2020
Q2 | $720K | Sell |
1,896
-279
| -13% | -$106K | 0.61% | 42 |
|
|
2020
Q1 | $573K | Buy |
2,175
+37
| +2% | +$9.75K | 0.58% | 45 |
|
|
2019
Q4 | $503K | Sell |
2,138
-454
| -18% | -$107K | 0.36% | 66 |
|
|
2019
Q3 | $451K | Buy |
+2,592
| New | +$451K | 0.36% | 69 |
|