SHFA
SC&H Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
9,193
+3,108
| +51% | +$491K | 0.25% | 52 |
|
|
2025
Q1 | $659K | Buy |
6,085
+1,011
| +20% | +$110K | 0.13% | 82 |
|
|
2024
Q4 | $681K | Buy |
5,074
+80
| +2% | +$10.7K | 0.14% | 80 |
|
|
2024
Q3 | $606K | Buy |
4,994
+1,953
| +64% | +$237K | 0.13% | 85 |
|
|
2024
Q2 | $376K | Buy |
3,041
+2,697
| +784% | +$333K | 0.09% | 102 |
|
|
2024
Q1 | $311K | Sell |
344
-206
| -37% | -$186K | 0.08% | 112 |
|
|
2023
Q4 | $273K | Hold |
550
| – | – | 0.08% | 116 |
|
|
2023
Q3 | $239K | Hold |
550
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $233K | Buy |
+550
| New | +$233K | 0.08% | 122 |
|
|
2022
Q2 | – | Sell |
-1,008
| Closed | -$275K | – | 156 |
|
|
2022
Q1 | $275K | Hold |
1,008
| – | – | 0.13% | 126 |
|
|
2021
Q4 | $297K | Buy |
+1,008
| New | +$297K | 0.16% | 122 |
|