SWA
SFMG Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Sell |
134,533
-4,864
| -3% | -$768K | 1.6% | 13 |
|
|
2025
Q1 | $15.1M | Sell |
139,397
-6,064
| -4% | -$657K | 1.19% | 13 |
|
|
2024
Q4 | $19.5M | Sell |
145,461
-237
| -0.2% | -$31.8K | 1.54% | 12 |
|
|
2024
Q3 | $17.7M | Sell |
145,698
-1,291
| -0.9% | -$157K | 1.43% | 13 |
|
|
2024
Q2 | $18.2M | Buy |
146,989
+132,350
| +904% | +$16.4M | 1.58% | 13 |
|
|
2024
Q1 | $13.2M | Sell |
14,639
-89
| -0.6% | -$80.4K | 1.14% | 14 |
|
|
2023
Q4 | $7.29M | Buy |
14,728
+494
| +3% | +$245K | 0.68% | 20 |
|
|
2023
Q3 | $6.19M | Buy |
14,234
+417
| +3% | +$181K | 0.64% | 22 |
|
|
2023
Q2 | $5.84M | Sell |
13,817
-330
| -2% | -$140K | 0.6% | 23 |
|
|
2023
Q1 | $3.93M | Buy |
14,147
+1,127
| +9% | +$313K | 0.42% | 32 |
|
|
2022
Q4 | $1.9M | Sell |
13,020
-4,161
| -24% | -$608K | 0.21% | 64 |
|
|
2022
Q3 | $1.98M | Sell |
17,181
-1,609
| -9% | -$185K | 0.23% | 58 |
|
|
2022
Q2 | $2.85M | Sell |
18,790
-957
| -5% | -$145K | 0.33% | 42 |
|
|
2022
Q1 | $5.39M | Buy |
19,747
+1,582
| +9% | +$432K | 0.53% | 26 |
|
|
2021
Q4 | $5.34M | Buy |
18,165
+419
| +2% | +$123K | 0.52% | 25 |
|
|
2021
Q3 | $3.68M | Buy |
17,746
+13,463
| +314% | +$2.79M | 0.41% | 35 |
|
|
2021
Q2 | $3.43M | Sell |
4,283
-120
| -3% | -$96K | 0.38% | 34 |
|
|
2021
Q1 | $2.35M | Buy |
4,403
+372
| +9% | +$199K | 0.27% | 47 |
|
|
2020
Q4 | $2.11M | Buy |
4,031
+1,922
| +91% | +$1M | 0.27% | 48 |
|
|
2020
Q3 | $1.14M | Buy |
2,109
+535
| +34% | +$290K | 0.16% | 59 |
|
|
2020
Q2 | $598K | Sell |
1,574
-600
| -28% | -$228K | 0.09% | 85 |
|
|
2020
Q1 | $573K | Buy |
2,174
+302
| +16% | +$79.6K | 0.09% | 68 |
|
|
2019
Q4 | $441K | Hold |
1,872
| – | – | 0.05% | 111 |
|
|
2019
Q3 | $326K | Buy |
1,872
+300
| +19% | +$52.2K | 0.04% | 114 |
|
|
2019
Q2 | $275K | Sell |
1,572
-88
| -5% | -$15.4K | 0.04% | 122 |
|
|
2019
Q1 | $298K | Sell |
1,660
-5,287
| -76% | -$949K | 0.04% | 115 |
|
|
2018
Q4 | $914K | Buy |
6,947
+5,290
| +319% | +$696K | 0.15% | 46 |
|
|
2018
Q3 | $356K | Buy |
1,657
+275
| +20% | +$59.1K | 0.05% | 93 |
|
|
2018
Q2 | $306K | Buy |
1,382
+138
| +11% | +$30.6K | 0.05% | 105 |
|
|
2018
Q1 | $288K | Buy |
+1,244
| New | +$288K | 0.05% | 107 |
|