SIA
Schechter Investment Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19.2M | Sell |
177,279
-23,328
| -12% | -$2.53M | 1.58% | 12 |
|
|
2024
Q4 | $26.9M | Sell |
200,607
-7,605
| -4% | -$1.02M | 2.06% | 12 |
|
|
2024
Q3 | $25.3M | Buy |
208,212
+3,755
| +2% | +$456K | 1.86% | 12 |
|
|
2024
Q2 | $25.3M | Buy |
204,457
+182,899
| +848% | +$22.6M | 1.9% | 11 |
|
|
2024
Q1 | $19.5M | Sell |
21,558
-1,365
| -6% | -$1.23M | 1.46% | 14 |
|
|
2023
Q4 | $11.4M | Sell |
22,923
-1,336
| -6% | -$662K | 0.98% | 21 |
|
|
2023
Q3 | $10.6M | Buy |
24,259
+1,027
| +4% | +$447K | 1.02% | 21 |
|
|
2023
Q2 | $9.83M | Sell |
23,232
-2,905
| -11% | -$1.23M | 0.88% | 21 |
|
|
2023
Q1 | $7.26M | Sell |
26,137
-2,078
| -7% | -$577K | 0.67% | 25 |
|
|
2022
Q4 | $4.12M | Buy |
28,215
+4,799
| +20% | +$701K | 0.38% | 39 |
|
|
2022
Q3 | $2.84M | Sell |
23,416
-1,007
| -4% | -$122K | 0.28% | 55 |
|
|
2022
Q2 | $3.7M | Sell |
24,423
-694
| -3% | -$105K | 0.36% | 37 |
|
|
2022
Q1 | $6.85M | Buy |
25,117
+985
| +4% | +$269K | 0.64% | 19 |
|
|
2021
Q4 | $7.1M | Buy |
+24,132
| New | +$7.1M | 0.64% | 19 |
|