SDWMA
Schneider Downs Wealth Management Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
5,031
-2,709
| -35% | -$428K | 0.12% | 75 |
|
|
2025
Q1 | $839K | Buy |
7,740
+31
| +0.4% | +$3.36K | 0.15% | 61 |
|
|
2024
Q4 | $1.04M | Hold |
7,709
| – | – | 0.19% | 57 |
|
|
2024
Q3 | $936K | Buy |
7,709
+300
| +4% | +$36.4K | 0.19% | 54 |
|
|
2024
Q2 | $915K | Buy |
7,409
+6,595
| +810% | +$815K | 0.2% | 54 |
|
|
2024
Q1 | $735K | Sell |
814
-13
| -2% | -$11.7K | 0.17% | 58 |
|
|
2023
Q4 | $410K | Buy |
+827
| New | +$410K | 0.11% | 77 |
|
|
2022
Q2 | – | Sell |
-1,194
| Closed | -$326K | – | 148 |
|
|
2022
Q1 | $326K | Buy |
1,194
+60
| +5% | +$16.4K | 0.08% | 102 |
|
|
2021
Q4 | $334K | Sell |
1,134
-29
| -2% | -$8.54K | 0.08% | 107 |
|
|
2021
Q3 | $241K | Buy |
1,163
+864
| +289% | +$179K | 0.06% | 126 |
|
|
2021
Q2 | $239K | Buy |
+299
| New | +$239K | 0.06% | 124 |
|