SWMG
Sanchez Wealth Management Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
6,980
-530
| -7% | -$83.7K | 0.27% | 26 |
|
|
2025
Q1 | $814K | Sell |
7,510
-47
| -0.6% | -$5.09K | 0.22% | 28 |
|
|
2024
Q4 | $1.01M | Buy |
7,557
+1,097
| +17% | +$147K | 0.28% | 27 |
|
|
2024
Q3 | $785K | Hold |
6,460
| – | – | 0.24% | 26 |
|
|
2024
Q2 | $798K | Buy |
6,460
+5,814
| +900% | +$718K | 0.26% | 25 |
|
|
2024
Q1 | $584K | Sell |
646
-508
| -44% | -$459K | 0.2% | 26 |
|
|
2023
Q4 | $571K | Hold |
1,154
| – | – | 0.21% | 25 |
|
|
2023
Q3 | $502K | Hold |
1,154
| – | – | 0.2% | 22 |
|
|
2023
Q2 | $488K | Hold |
1,154
| – | – | 0.2% | 23 |
|
|
2023
Q1 | $320K | Buy |
+1,154
| New | +$320K | 0.14% | 27 |
|
|
2022
Q2 | – | Sell |
-1,153
| Closed | -$315K | – | 34 |
|
|
2022
Q1 | $315K | Hold |
1,153
| – | – | 0.13% | 30 |
|
|
2021
Q4 | $339K | Buy |
1,153
+1
| +0.1% | +$294 | 0.14% | 27 |
|
|
2021
Q3 | $239K | Buy |
1,152
+864
| +300% | +$179K | 0.11% | 32 |
|
|
2021
Q2 | $230K | Buy |
+288
| New | +$230K | 0.11% | 33 |
|