WWP
WR Wealth Planners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.69M | Sell |
20,068
-11,910
| -37% | -$1.6M | 0.87% | 18 |
|
|
2024
Q3 | $3.88M | Sell |
31,978
-3,065
| -9% | -$372K | 1.08% | 19 |
|
|
2024
Q2 | $4.33M | Buy |
35,043
+31,411
| +865% | +$3.88M | 1.32% | 16 |
|
|
2024
Q1 | $3.28M | Sell |
3,632
-1,918
| -35% | -$1.73M | 1.02% | 20 |
|
|
2023
Q4 | $2.75M | Buy |
5,550
+337
| +6% | +$167K | 1.02% | 23 |
|
|
2023
Q3 | $2.27M | Sell |
5,213
-39
| -0.7% | -$17K | 0.86% | 26 |
|
|
2023
Q2 | $2.22M | Sell |
5,252
-399
| -7% | -$169K | 0.86% | 27 |
|
|
2023
Q1 | $1.57M | Buy |
5,651
+672
| +13% | +$187K | 0.68% | 32 |
|
|
2022
Q4 | $728K | Buy |
4,979
+110
| +2% | +$16.1K | 0.45% | 43 |
|
|
2022
Q3 | $591K | Buy |
4,869
+14
| +0.3% | +$1.7K | 0.42% | 41 |
|
|
2022
Q2 | $736K | Buy |
4,855
+284
| +6% | +$43.1K | 0.48% | 38 |
|
|
2022
Q1 | $1.25M | Buy |
+4,571
| New | +$1.25M | 0.74% | 28 |
|