XWM
Xcel Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
88,833
-1,310
| -1% | -$207K | 3.99% | 4 |
|
|
2025
Q1 | $9.77M | Buy |
90,143
+265
| +0.3% | +$28.7K | 3.04% | 9 |
|
|
2024
Q4 | $12.1M | Sell |
89,878
-510
| -0.6% | -$68.5K | 3.34% | 7 |
|
|
2024
Q3 | $11M | Sell |
90,388
-529
| -0.6% | -$64.2K | 3.21% | 8 |
|
|
2024
Q2 | $11.2M | Buy |
90,917
+81,695
| +886% | +$10.1M | 3.52% | 6 |
|
|
2024
Q1 | $8.33M | Sell |
9,222
-335
| -4% | -$303K | 2.6% | 8 |
|
|
2023
Q4 | $4.73M | Sell |
9,557
-303
| -3% | -$150K | 1.66% | 19 |
|
|
2023
Q3 | $4.29M | Sell |
9,860
-18,481
| -65% | -$8.04M | 1.69% | 17 |
|
|
2023
Q2 | $12M | Sell |
28,341
-16,648
| -37% | -$7.04M | 3.79% | 5 |
|
|
2023
Q1 | $12.5M | Buy |
44,989
+94
| +0.2% | +$26.1K | 4.4% | 4 |
|
|
2022
Q4 | $6.56M | Sell |
44,895
-2,886
| -6% | -$422K | 2.58% | 13 |
|
|
2022
Q3 | $5.8M | Buy |
47,781
+5,568
| +13% | +$676K | 2.16% | 14 |
|
|
2022
Q2 | $6.4M | Buy |
42,213
+4,482
| +12% | +$679K | 2.33% | 11 |
|
|
2022
Q1 | $10.3M | Buy |
37,731
+1,579
| +4% | +$431K | 2.82% | 6 |
|
|
2021
Q4 | $10.6M | Buy |
36,152
+1,060
| +3% | +$312K | 2.73% | 6 |
|
|
2021
Q3 | $7.27M | Buy |
35,092
+26,873
| +327% | +$5.57M | 2.11% | 12 |
|
|
2021
Q2 | $6.58M | Buy |
8,219
+383
| +5% | +$306K | 1.98% | 19 |
|
|
2021
Q1 | $4.18M | Buy |
7,836
+582
| +8% | +$311K | 1.49% | 22 |
|
|
2020
Q4 | $3.79M | Buy |
7,254
+288
| +4% | +$150K | 1.63% | 21 |
|
|
2020
Q3 | $3.77M | Sell |
6,966
-915
| -12% | -$495K | 1.94% | 17 |
|
|
2020
Q2 | $2.99M | Sell |
7,881
-797
| -9% | -$303K | 1.86% | 19 |
|
|
2020
Q1 | $2.29M | Sell |
8,678
-642
| -7% | -$169K | 2.06% | 18 |
|
|
2019
Q4 | $2.19M | Buy |
9,320
+161
| +2% | +$37.9K | 1.82% | 18 |
|
|
2019
Q3 | $1.59M | Sell |
9,159
-45
| -0.5% | -$7.83K | 1.48% | 23 |
|
|
2019
Q2 | $1.51M | Buy |
9,204
+511
| +6% | +$83.9K | 1.48% | 22 |
|
|
2019
Q1 | $1.56M | Sell |
8,693
-1,957
| -18% | -$351K | 1.61% | 19 |
|
|
2018
Q4 | $1.42M | Buy |
+10,650
| New | +$1.42M | 1.74% | 19 |
|