SWM
Segment Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Sell |
142,200
-6,063
| -4% | -$958K | 1.43% | 15 |
|
|
2025
Q1 | $16.1M | Buy |
148,263
+8,230
| +6% | +$892K | 1.09% | 29 |
|
|
2024
Q4 | $18.8M | Sell |
140,033
-350
| -0.2% | -$47K | 1.28% | 17 |
|
|
2024
Q3 | $17M | Sell |
140,383
-26,724
| -16% | -$3.25M | 1.17% | 27 |
|
|
2024
Q2 | $20.6M | Buy |
167,107
+147,657
| +759% | +$18.2M | 1.52% | 12 |
|
|
2024
Q1 | $17.6M | Sell |
19,450
-1,566
| -7% | -$1.41M | 1.34% | 19 |
|
|
2023
Q4 | $10.4M | Sell |
21,016
-519
| -2% | -$257K | 0.92% | 43 |
|
|
2023
Q3 | $9.37M | Buy |
21,535
+1,362
| +7% | +$592K | 0.95% | 41 |
|
|
2023
Q2 | $8.53M | Buy |
20,173
+228
| +1% | +$96.5K | 0.88% | 44 |
|
|
2023
Q1 | $5.54M | Hold |
19,945
| – | – | 0.63% | 59 |
|
|
2022
Q4 | $2.91M | Buy |
19,945
+55
| +0.3% | +$8.04K | 0.34% | 73 |
|
|
2022
Q3 | $2.41M | Sell |
19,890
-240
| -1% | -$29.1K | 0.3% | 77 |
|
|
2022
Q2 | $3.05M | Sell |
20,130
-1,143
| -5% | -$173K | 0.39% | 68 |
|
|
2022
Q1 | $5.81M | Buy |
21,273
+250
| +1% | +$68.2K | 0.6% | 61 |
|
|
2021
Q4 | $6.18M | Buy |
21,023
+2,395
| +13% | +$704K | 0.65% | 57 |
|
|
2021
Q3 | $3.86M | Buy |
18,628
+13,919
| +296% | +$2.88M | 0.46% | 69 |
|
|
2021
Q2 | $3.77M | Sell |
4,709
-2
| -0% | -$1.6K | 0.45% | 71 |
|
|
2021
Q1 | $2.52M | Buy |
4,711
+118
| +3% | +$63K | 0.33% | 78 |
|
|
2020
Q4 | $2.4M | Buy |
4,593
+33
| +0.7% | +$17.2K | 0.35% | 76 |
|
|
2020
Q3 | $2.47M | Buy |
4,560
+479
| +12% | +$259K | 0.4% | 73 |
|
|
2020
Q2 | $1.55M | Buy |
4,081
+95
| +2% | +$36.1K | 0.29% | 82 |
|
|
2020
Q1 | $1.05M | Sell |
3,986
-20
| -0.5% | -$5.27K | 0.23% | 87 |
|
|
2019
Q4 | $943K | Buy |
4,006
+96
| +2% | +$22.6K | 0.16% | 104 |
|
|
2019
Q3 | $681K | Buy |
3,910
+210
| +6% | +$36.6K | 0.13% | 109 |
|
|
2019
Q2 | $608K | Buy |
3,700
+319
| +9% | +$52.4K | 0.12% | 116 |
|
|
2019
Q1 | $607K | Buy |
+3,381
| New | +$607K | 0.13% | 117 |
|