WMWM
Whitaker-Myers Wealth Managers’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
24,365
-734
| -3% | -$116K | 0.97% | 17 |
|
|
2025
Q1 | $2.72M | Buy |
25,099
+2,923
| +13% | +$317K | 0.76% | 21 |
|
|
2024
Q4 | $2.98M | Buy |
22,176
+1,395
| +7% | +$187K | 0.87% | 21 |
|
|
2024
Q3 | $2.52M | Sell |
20,781
-1,272
| -6% | -$154K | 0.84% | 20 |
|
|
2024
Q2 | $2.72M | Buy |
22,053
+20,100
| +1,029% | +$2.48M | 1.01% | 19 |
|
|
2024
Q1 | $1.76M | Buy |
1,953
+404
| +26% | +$365K | 0.74% | 22 |
|
|
2023
Q4 | $767K | Buy |
1,549
+1,045
| +207% | +$517K | 0.38% | 43 |
|
|
2023
Q3 | $219K | Buy |
+504
| New | +$219K | 0.14% | 69 |
|