SWM
SFG Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
12,492
-784
| -6% | -$124K | 1.19% | 20 |
|
|
2025
Q1 | $1.44M | Sell |
13,276
-2,725
| -17% | -$295K | 0.7% | 30 |
|
|
2024
Q4 | $2.15M | Buy |
16,001
+13,466
| +531% | +$1.81M | 1.13% | 17 |
|
|
2024
Q3 | $308K | Buy |
2,535
+774
| +44% | +$94K | 0.16% | 72 |
|
|
2024
Q2 | $218K | Buy |
+1,761
| New | +$218K | 0.12% | 85 |
|