SSWM
Sheets Smith Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
79,003
-3,535
| -4% | -$558K | 1.46% | 13 |
|
|
2025
Q1 | $8.95M | Sell |
82,538
-86
| -0.1% | -$9.32K | 1.11% | 18 |
|
|
2024
Q4 | $11.1M | Sell |
82,624
-1,456
| -2% | -$196K | 1.35% | 13 |
|
|
2024
Q3 | $10.2M | Sell |
84,080
-5,874
| -7% | -$713K | 1.25% | 17 |
|
|
2024
Q2 | $11.1M | Buy |
89,954
+80,409
| +842% | +$9.93M | 1.33% | 14 |
|
|
2024
Q1 | $8.62M | Buy |
9,545
+1,327
| +16% | +$1.2M | 0.97% | 24 |
|
|
2023
Q4 | $4.07M | Sell |
8,218
-424
| -5% | -$210K | 0.58% | 46 |
|
|
2023
Q3 | $3.76M | Buy |
8,642
+34
| +0.4% | +$14.8K | 0.57% | 46 |
|
|
2023
Q2 | $3.64M | Buy |
8,608
+2,016
| +31% | +$853K | 0.53% | 50 |
|
|
2023
Q1 | $1.83M | Buy |
6,592
+169
| +3% | +$46.9K | 0.28% | 87 |
|
|
2022
Q4 | $939K | Sell |
6,423
-4,094
| -39% | -$598K | 0.15% | 136 |
|
|
2022
Q3 | $1.28M | Buy |
10,517
+232
| +2% | +$28.2K | 0.21% | 106 |
|
|
2022
Q2 | $1.56M | Sell |
10,285
-788
| -7% | -$119K | 0.26% | 92 |
|
|
2022
Q1 | $3.02M | Sell |
11,073
-1,144
| -9% | -$312K | 0.42% | 62 |
|
|
2021
Q4 | $3.59M | Buy |
12,217
+165
| +1% | +$48.5K | 0.45% | 56 |
|
|
2021
Q3 | $2.5M | Buy |
12,052
+9,247
| +330% | +$1.92M | 0.34% | 74 |
|
|
2021
Q2 | $2.24M | Buy |
2,805
+752
| +37% | +$602K | 0.3% | 83 |
|
|
2021
Q1 | $1.1M | Buy |
2,053
+280
| +16% | +$149K | 0.16% | 133 |
|
|
2020
Q4 | $926K | Buy |
1,773
+479
| +37% | +$250K | 0.14% | 142 |
|
|
2020
Q3 | $700K | Buy |
+1,294
| New | +$700K | 0.12% | 149 |
|