SMA
Sage Mountain Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
168,249
+31,635
| +23% | +$5M | 1.73% | 11 |
|
|
2025
Q1 | $14.8M | Buy |
136,614
+3,030
| +2% | +$328K | 1.09% | 15 |
|
|
2024
Q4 | $17.9M | Buy |
133,584
+19,888
| +17% | +$2.67M | 1.31% | 13 |
|
|
2024
Q3 | $13.8M | Buy |
113,696
+5,095
| +5% | +$619K | 1.18% | 14 |
|
|
2024
Q2 | $13.4M | Buy |
108,601
+99,723
| +1,123% | +$12.3M | 1.24% | 13 |
|
|
2024
Q1 | $8.02M | Buy |
8,878
+559
| +7% | +$505K | 0.83% | 20 |
|
|
2023
Q4 | $4.12M | Sell |
8,319
-505
| -6% | -$250K | 0.48% | 32 |
|
|
2023
Q3 | $3.84M | Buy |
8,824
+753
| +9% | +$328K | 0.53% | 31 |
|
|
2023
Q2 | $3.41M | Buy |
8,071
+420
| +5% | +$178K | 0.49% | 33 |
|
|
2023
Q1 | $2.13M | Buy |
7,651
+3,573
| +88% | +$992K | 0.34% | 39 |
|
|
2022
Q4 | $596K | Buy |
4,078
+294
| +8% | +$43K | 0.14% | 62 |
|
|
2022
Q3 | $459K | Sell |
3,784
-38
| -1% | -$4.61K | 0.12% | 77 |
|
|
2022
Q2 | $579K | Buy |
3,822
+141
| +4% | +$21.4K | 0.1% | 193 |
|
|
2022
Q1 | $1M | Buy |
3,681
+575
| +19% | +$157K | 0.16% | 108 |
|
|
2021
Q4 | $913K | Buy |
3,106
+727
| +31% | +$214K | 0.11% | 156 |
|
|
2021
Q3 | $493K | Buy |
2,379
+1,812
| +320% | +$376K | 0.07% | 258 |
|
|
2021
Q2 | $454K | Buy |
567
+184
| +48% | +$147K | 0.08% | 247 |
|
|
2021
Q1 | $204K | Buy |
+383
| New | +$204K | 0.04% | 297 |
|