SWM
Selective Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
11,288
+2,926
| +35% | +$477K | 0.67% | 21 |
|
|
2025
Q1 | $928K | Buy |
8,362
+278
| +3% | +$30.8K | 0.4% | 37 |
|
|
2024
Q4 | $1.07M | Sell |
8,084
-205
| -2% | -$27K | 0.43% | 35 |
|
|
2024
Q3 | $1.1M | Sell |
8,289
-1,315
| -14% | -$175K | 0.46% | 33 |
|
|
2024
Q2 | $1.26M | Buy |
9,604
+8,710
| +974% | +$1.14M | 0.56% | 29 |
|
|
2024
Q1 | $778K | Buy |
894
+5
| +0.6% | +$4.35K | 0.34% | 41 |
|
|
2023
Q4 | $427K | Buy |
889
+27
| +3% | +$13K | 0.21% | 53 |
|
|
2023
Q3 | $380K | Sell |
862
-16
| -2% | -$7.05K | 0.21% | 55 |
|
|
2023
Q2 | $370K | Buy |
+878
| New | +$370K | 0.18% | 67 |
|
|
2022
Q4 | – | Sell |
-1,321
| Closed | -$160K | – | 526 |
|
|
2022
Q3 | $160K | Sell |
1,321
-800
| -38% | -$96.9K | 0.07% | 153 |
|
|
2022
Q2 | $321K | Sell |
2,121
-16
| -0.7% | -$2.42K | 0.11% | 104 |
|
|
2022
Q1 | $583K | Sell |
2,137
-380
| -15% | -$104K | 0.21% | 56 |
|
|
2021
Q4 | $740K | Buy |
2,517
+810
| +47% | +$238K | 0.3% | 44 |
|
|
2021
Q3 | $354K | Buy |
1,707
+1,493
| +698% | +$310K | 0.19% | 60 |
|
|
2021
Q2 | $171K | Buy |
214
+179
| +511% | +$143K | 0.14% | 79 |
|
|
2021
Q1 | $19K | Buy |
35
+10
| +40% | +$5.43K | 0.02% | 194 |
|
|
2020
Q4 | $13K | Hold |
25
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $14K | Sell |
25
-12
| -32% | -$6.72K | 0.01% | 181 |
|
|
2020
Q2 | $15K | Hold |
37
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $10K | Hold |
37
| – | – | 0.02% | 153 |
|
|
2019
Q4 | $9K | Hold |
37
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $6K | Buy |
+37
| New | +$6K | 0.01% | 206 |
|