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9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

NVDA holding history

NVIDIA Corp in every 13F filed by 9258 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVDA overviewAll 13F holders of NVDAFull Q3 2024 holdings

Shares (Q3 2024)
421,697
Value
$51.2M
% of portfolio
7.6%
Quarters held
15
Since Q1 2021
Holdings of NVDA by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024421,697$51.2M7.6%+2,496+0.6%AddedHolders
Q2 2024419,201$51.8M8.0%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 202441,958$37.9M5.9%−39−0.1%ReducedHolders
Q4 202341,997$20.8M3.7%+112+0.3%AddedHolders
Q3 202341,885$18.2M3.5%−190−0.5%ReducedHolders
Q2 202342,075$17.8M3.3%−106−0.3%ReducedHolders
Q1 202342,181$11.7M2.4%−83−0.2%ReducedHolders
Q4 202242,264$6.18M1.3%−600−1.4%ReducedHolders
Q3 202242,864$5.20M1.3%−1,185−2.7%ReducedHolders
Q2 202244,049$6.68M1.7%+2,017+4.8%AddedHolders
Q1 202242,032$11.5M2.7%−580−1.4%ReducedHolders
Q4 202142,612$12.5M2.9%−521−1.2%ReducedHolders
Q3 202143,133$8.94M2.4%00.0%UnchangedConverted for a 4-for-1 splitHolders
Q2 202110,759$8.61M2.3%−2,353−17.9%ReducedHolders
Q1 202113,112$7.00M2.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.