SPWG
Sage Private Wealth Group’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.73M | Sell |
23,583
-1,648
| -7% | -$260K | 2.39% | 8 |
|
2025
Q1 | $2.73M | Sell |
25,231
-923
| -4% | -$100K | 2.07% | 9 |
|
2024
Q4 | $3.51M | Buy |
26,154
+22,059
| +539% | +$2.96M | 2.64% | 7 |
|
2024
Q3 | $497K | Sell |
4,095
-125
| -3% | -$15.2K | 0.39% | 35 |
|
2024
Q2 | $521K | Buy |
4,220
+3,687
| +692% | +$455K | 0.44% | 31 |
|
2024
Q1 | $482K | Buy |
+533
| New | +$482K | 0.39% | 35 |
|