SVWG
Shared Vision Wealth Group’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $696K | Sell |
3,910
-1,879
| -32% | -$334K | 0.35% | 43 |
|
2025
Q1 | $627K | Sell |
5,789
-50
| -0.9% | -$5.42K | 0.34% | 42 |
|
2024
Q4 | $784K | Sell |
5,839
-1,622
| -22% | -$218K | 0.41% | 35 |
|
2024
Q3 | $906K | Hold |
7,461
| – | – | 0.48% | 31 |
|
2024
Q2 | $922K | Buy |
7,461
+6,933
| +1,313% | +$856K | 0.54% | 30 |
|
2024
Q1 | $477K | Sell |
528
-15
| -3% | -$13.6K | 0.3% | 46 |
|
2023
Q4 | $269K | Buy |
+543
| New | +$269K | 0.18% | 59 |
|