BSW Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3M | Buy |
71,743
+1,113
| +2% | +$176K | 1.55% | 13 |
|
2025
Q1 | $7.65M | Sell |
70,630
-5,914
| -8% | -$641K | 1.16% | 16 |
|
2024
Q4 | $10.3M | Buy |
76,544
+6,502
| +9% | +$873K | 1.51% | 12 |
|
2024
Q3 | $8.51M | Buy |
70,042
+3,938
| +6% | +$478K | 1.28% | 14 |
|
2024
Q2 | $8.17M | Buy |
66,104
+254
| +0.4% | +$31.4K | 1.34% | 15 |
|
2024
Q1 | $5.95M | Sell |
65,850
-6,360
| -9% | -$575K | 1.01% | 22 |
|
2023
Q4 | $3.58M | Buy |
72,210
+2,120
| +3% | +$105K | 0.71% | 25 |
|
2023
Q3 | $3.05M | Sell |
70,090
-1,580
| -2% | -$68.7K | 0.68% | 26 |
|
2023
Q2 | $3.03M | Buy |
71,670
+220
| +0.3% | +$9.31K | 0.63% | 27 |
|
2023
Q1 | $1.98M | Sell |
71,450
-2,640
| -4% | -$73.3K | 0.41% | 36 |
|
2022
Q4 | $1.08M | Sell |
74,090
-1,490
| -2% | -$21.8K | 0.23% | 62 |
|
2022
Q3 | $917K | Sell |
75,580
-2,950
| -4% | -$35.8K | 0.23% | 57 |
|
2022
Q2 | $1.19M | Sell |
78,530
-11,050
| -12% | -$168K | 0.29% | 45 |
|
2022
Q1 | $2.44M | Buy |
89,580
+5,210
| +6% | +$142K | 0.62% | 25 |
|
2021
Q4 | $2.48M | Buy |
84,370
+16,340
| +24% | +$481K | 0.62% | 25 |
|
2021
Q3 | $1.41M | Buy |
68,030
+2,390
| +4% | +$49.5K | 0.39% | 35 |
|
2021
Q2 | $1.31M | Buy |
65,640
+4,800
| +8% | +$96K | 0.36% | 36 |
|
2021
Q1 | $812K | Sell |
60,840
-25,400
| -29% | -$339K | 0.23% | 57 |
|
2020
Q4 | $1.13M | Buy |
86,240
+440
| +0.5% | +$5.75K | 0.35% | 36 |
|
2020
Q3 | $1.16M | Buy |
85,800
+12,560
| +17% | +$170K | 0.44% | 31 |
|
2020
Q2 | $696K | Buy |
73,240
+6,720
| +10% | +$63.9K | 0.23% | 47 |
|
2020
Q1 | $438K | Buy |
66,520
+2,920
| +5% | +$19.2K | 0.18% | 58 |
|
2019
Q4 | $374K | Buy |
63,600
+2,320
| +4% | +$13.6K | 0.13% | 83 |
|
2019
Q3 | $267K | Buy |
61,280
+1,280
| +2% | +$5.58K | 0.1% | 82 |
|
2019
Q2 | $246K | Buy |
+60,000
| New | +$246K | 0.09% | 87 |
|