Safeguard Investment Advisory Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17M Sell
32,746
-3,939
-11% -$622K 1.29% 11
2025
Q1
$3.98M Buy
36,685
+13,407
+58% +$1.45M 1.08% 13
2024
Q4
$3.13M Sell
23,278
-38
-0.2% -$5.1K 0.86% 15
2024
Q3
$2.83M Buy
23,316
+2,141
+10% +$260K 0.81% 15
2024
Q2
$2.62M Buy
21,175
+1,915
+10% +$237K 0.81% 15
2024
Q1
$1.74M Buy
19,260
+80
+0.4% +$7.23K 0.59% 18
2023
Q4
$950K Buy
19,180
+770
+4% +$38.2K 0.36% 33
2023
Q3
$801K Sell
18,410
-1,680
-8% -$73.1K 0.35% 35
2023
Q2
$850K Buy
20,090
+620
+3% +$26.2K 0.36% 38
2023
Q1
$541K Buy
19,470
+2,880
+17% +$80K 0.26% 46
2022
Q4
$243K Buy
+16,590
New +$243K 0.15% 82
2022
Q3
Sell
-7,950
Closed -$216K 103
2022
Q2
$216K Hold
7,950
0.13% 84
2022
Q1
$216K Hold
7,950
0.15% 76
2021
Q4
$233K Buy
+7,950
New +$233K 0.14% 83
2021
Q1
Sell
-9,200
Closed -$120K 488
2020
Q4
$120K Buy
+9,200
New +$120K 0.11% 103