WBC
West Branch Capital’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Sell |
216,361
-5,249
| -2% | -$829K | 10.11% | 1 |
|
|
2025
Q1 | $24M | Sell |
221,610
-25,924
| -10% | -$2.81M | 8.01% | 2 |
|
|
2024
Q4 | $33.2M | Buy |
247,534
+2,670
| +1% | +$359K | 10.6% | 2 |
|
|
2024
Q3 | $29.7M | Sell |
244,864
-5,776
| -2% | -$701K | 10.28% | 2 |
|
|
2024
Q2 | $31M | Buy |
250,640
+225,011
| +878% | +$27.8M | 11.5% | 2 |
|
|
2024
Q1 | $23.2M | Sell |
25,629
-9,335
| -27% | -$8.43M | 9.34% | 2 |
|
|
2023
Q4 | $17.3M | Sell |
34,964
-1,014
| -3% | -$502K | 8.14% | 3 |
|
|
2023
Q3 | $15.7M | Sell |
35,978
-7,868
| -18% | -$3.42M | 8.21% | 2 |
|
|
2023
Q2 | $18.5M | Sell |
43,846
-1,592
| -4% | -$673K | 9.25% | 2 |
|
|
2023
Q1 | $12.6M | Buy |
45,438
+1,190
| +3% | +$331K | 7.03% | 3 |
|
|
2022
Q4 | $6.47M | Sell |
44,248
-33
| -0.1% | -$4.82K | 3.99% | 6 |
|
|
2022
Q3 | $5.38M | Sell |
44,281
-7
| -0% | -$850 | 3.34% | 7 |
|
|
2022
Q2 | $6.71M | Buy |
44,288
+1,542
| +4% | +$234K | 3.88% | 7 |
|
|
2022
Q1 | $11.7M | Sell |
42,746
-4,805
| -10% | -$1.31M | 5.57% | 4 |
|
|
2021
Q4 | $14M | Sell |
47,551
-1,287
| -3% | -$379K | 5.95% | 3 |
|
|
2021
Q3 | $10.1M | Buy |
48,838
+36,603
| +299% | +$7.58M | 4.87% | 5 |
|
|
2021
Q2 | $9.79M | Buy |
12,235
+54
| +0.4% | +$43.2K | 4.81% | 5 |
|
|
2021
Q1 | $6.5M | Sell |
12,181
-262
| -2% | -$140K | 3.81% | 6 |
|
|
2020
Q4 | $6.5M | Sell |
12,443
-422
| -3% | -$220K | 3.84% | 6 |
|
|
2020
Q3 | $6.96M | Buy |
12,865
+176
| +1% | +$95.3K | 4.44% | 5 |
|
|
2020
Q2 | $4.82M | Buy |
12,689
+550
| +5% | +$209K | 3.4% | 6 |
|
|
2020
Q1 | $3.2M | Sell |
12,139
-334
| -3% | -$88K | 3.06% | 8 |
|
|
2019
Q4 | $2.94M | Sell |
12,473
-2,187
| -15% | -$515K | 2.04% | 13 |
|
|
2019
Q3 | $2.55M | Sell |
14,660
-528
| -3% | -$91.9K | 1.89% | 13 |
|
|
2019
Q2 | $2.49M | Buy |
15,188
+2,145
| +16% | +$352K | 2.06% | 13 |
|
|
2019
Q1 | $2.34M | Buy |
13,043
+3,629
| +39% | +$652K | 2.1% | 14 |
|
|
2018
Q4 | $1.26M | Sell |
9,414
-8,105
| -46% | -$1.08M | 1.32% | 22 |
|
|
2018
Q3 | $4.92M | Buy |
17,519
+1,130
| +7% | +$318K | 3.65% | 5 |
|
|
2018
Q2 | $3.88M | Buy |
16,389
+2,328
| +17% | +$551K | 3.06% | 7 |
|
|
2018
Q1 | $3.26M | Buy |
+14,061
| New | +$3.26M | 3.57% | 8 |
|