SWA
Sax Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
87,192
+27,412
| +46% | +$4.33M | 0.83% | 27 |
|
|
2025
Q1 | $6.48M | Buy |
59,780
+11,944
| +25% | +$1.29M | 0.46% | 38 |
|
|
2024
Q4 | $6.42M | Buy |
47,836
+2,856
| +6% | +$384K | 0.5% | 30 |
|
|
2024
Q3 | $5.46M | Buy |
44,980
+6,167
| +16% | +$749K | 0.49% | 29 |
|
|
2024
Q2 | $4.8M | Buy |
38,813
+36,768
| +1,798% | +$4.54M | 0.46% | 32 |
|
|
2024
Q1 | $1.85M | Buy |
2,045
+667
| +48% | +$603K | 0.22% | 50 |
|
|
2023
Q4 | $682K | Sell |
1,378
-67
| -5% | -$33.2K | 0.11% | 94 |
|
|
2023
Q3 | $629K | Buy |
1,445
+744
| +106% | +$324K | 0.12% | 95 |
|
|
2023
Q2 | $297K | Buy |
+701
| New | +$297K | 0.06% | 137 |
|
|
2022
Q3 | – | Sell |
-1,524
| Closed | -$231K | – | 166 |
|
|
2022
Q2 | $231K | Buy |
1,524
+19
| +1% | +$2.88K | 0.06% | 146 |
|
|
2022
Q1 | $411K | Sell |
1,505
-200
| -12% | -$54.6K | 0.1% | 117 |
|
|
2021
Q4 | $501K | Buy |
1,705
+55
| +3% | +$16.2K | 0.1% | 116 |
|
|
2021
Q3 | $342K | Buy |
1,650
+1,275
| +340% | +$264K | 0.08% | 125 |
|
|
2021
Q2 | $300K | Hold |
375
| – | – | 0.1% | 121 |
|
|
2021
Q1 | $200K | Buy |
+375
| New | +$200K | 0.07% | 146 |
|