Schwarz Dygos Wheeler Investment Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
15,514
-666
| -4% | -$105K | 0.56% | 42 |
|
|
2025
Q1 | $1.75M | Buy |
16,180
+430
| +3% | +$46.6K | 0.42% | 49 |
|
|
2024
Q4 | $2.12M | Sell |
15,750
-139
| -0.9% | -$18.7K | 0.52% | 41 |
|
|
2024
Q3 | $1.93M | Buy |
15,889
+1,084
| +7% | +$132K | 0.48% | 48 |
|
|
2024
Q2 | $1.83M | Buy |
14,805
+3,645
| +33% | +$450K | 0.49% | 44 |
|
|
2024
Q1 | $1.01M | Sell |
11,160
-2,660
| -19% | -$240K | 0.28% | 61 |
|
|
2023
Q4 | $684K | Buy |
13,820
+290
| +2% | +$14.4K | 0.21% | 73 |
|
|
2023
Q3 | $589K | Sell |
13,530
-3,210
| -19% | -$140K | 0.2% | 76 |
|
|
2023
Q2 | $708K | Buy |
16,740
+1,850
| +12% | +$78.3K | 0.23% | 65 |
|
|
2023
Q1 | $414K | Buy |
+14,890
| New | +$414K | 0.15% | 89 |
|
|
2022
Q2 | – | Sell |
-10,810
| Closed | -$295K | – | 139 |
|
|
2022
Q1 | $295K | Buy |
10,810
+1,160
| +12% | +$31.7K | 0.1% | 108 |
|
|
2021
Q4 | $284K | Buy |
+9,650
| New | +$284K | 0.1% | 109 |
|