Schwallier Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
3,427
-253
-7% -$40K 0.33% 27
2025
Q1
$399K Buy
3,680
+1,276
+53% +$138K 0.29% 34
2024
Q4
$323K Buy
+2,404
New +$323K 0.25% 29