SWM
Scissortail Wealth Management’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.02M | Buy |
31,746
+16
| +0.1% | +$2.53K | 1.2% | 29 |
|
2025
Q1 | $3.44M | Buy |
31,730
+1,128
| +4% | +$122K | 0.88% | 42 |
|
2024
Q4 | $4.11M | Buy |
30,602
+30,575
| +113,241% | +$4.11M | 1.05% | 33 |
|
2024
Q3 | $3.63M | Sell |
27
-31,823
| -100% | -$4.27B | 0.88% | 41 |
|
2024
Q2 | $3.93M | Buy |
31,850
+28,853
| +963% | +$3.56M | 1% | 35 |
|
2024
Q1 | $2.71M | Sell |
2,997
-2,643
| -47% | -$2.39M | 0.72% | 47 |
|
2023
Q4 | $3.52M | Buy |
5,640
+2,327
| +70% | +$1.45M | 1.12% | 26 |
|
2023
Q3 | $1.37M | Buy |
+3,313
| New | +$1.37M | 1.08% | 25 |
|
2023
Q2 | – | Sell |
-3,201
| Closed | -$889K | – | 48 |
|
2023
Q1 | $889K | Sell |
3,201
-3,492
| -52% | -$970K | 0.8% | 29 |
|
2022
Q4 | $1.42M | Buy |
6,693
+2,362
| +55% | +$502K | 0.82% | 28 |
|
2022
Q3 | $573K | Buy |
4,331
+1,232
| +40% | +$163K | 0.3% | 56 |
|
2022
Q2 | $911K | Sell |
3,099
-1,588
| -34% | -$467K | 0.35% | 48 |
|
2022
Q1 | $879K | Buy |
4,687
+1,588
| +51% | +$298K | 0.43% | 46 |
|
2021
Q4 | $911K | Buy |
+3,099
| New | +$911K | 0.35% | 48 |
|