SAG
SageView Advisory Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
154,570
+3,595
| +2% | +$635K | 1.03% | 14 |
|
|
2025
Q1 | $16.4M | Sell |
150,975
-7,371
| -5% | -$799K | 0.7% | 18 |
|
|
2024
Q4 | $21.3M | Buy |
158,346
+33,643
| +27% | +$4.52M | 0.92% | 16 |
|
|
2024
Q3 | $15.1M | Buy |
124,703
+1,129
| +0.9% | +$137K | 0.77% | 16 |
|
|
2024
Q2 | $15.3M | Buy |
+123,574
| New | +$15.3M | 0.71% | 20 |
|
|
2024
Q1 | – | Sell |
-16,493
| Closed | -$10.4M | – | 718 |
|
|
2023
Q4 | $10.4M | Buy |
16,493
+6,589
| +67% | +$4.14M | 0.45% | 30 |
|
|
2023
Q3 | $4.31M | Buy |
9,904
+4,782
| +93% | +$2.08M | 0.25% | 59 |
|
|
2023
Q2 | $2.17M | Buy |
5,122
+1,197
| +30% | +$506K | 0.12% | 112 |
|
|
2023
Q1 | $1.09M | Buy |
3,925
+755
| +24% | +$210K | 0.07% | 190 |
|
|
2022
Q4 | $463K | Buy |
+3,170
| New | +$463K | 0.04% | 249 |
|