NVDA NVIDIA CORP

Ownership history in Executive Wealth Management, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in NVIDIA CORP (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.82% (2024 Q2)
Avg. % of fund
0.96%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 186,591 -12,939 -6.5% 1.96% $25.1M $134.25
2024 Q3 REDUCED 199,530 -13,230 -6.2% 3.08% $24.2M $121.39
2024 Q2 ADDED 212,760 +190,624 +861.1% 4.82% $26.3M $123.48
2024 Q1 REDUCED 22,136 -3,639 -14.1% 1.75% $20.0M $90.31
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)
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