Sheets Smith Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.8M | Sell |
68,779
-916
| -1% | -$188K | 1.38% | 13 |
|
|
2026
Q1 | $12.2M | Sell |
69,695
-7,898
| -10% | -$1.45M | 1.37% | 12 |
|
|
2025
Q4 | $14.5M | Buy |
77,593
+1,649
| +2% | +$307K | 1.59% | 10 |
|
|
2025
Q3 | $14.2M | Sell |
75,944
-3,059
| -4% | -$533K | 1.6% | 10 |
|
|
2025
Q2 | $12.5M | Sell |
79,003
-3,535
| -4% | -$445K | 1.46% | 13 |
|
|
2025
Q1 | $8.95M | Sell |
82,538
-86
| -0.1% | -$10.9K | 1.11% | 18 |
|
|
2024
Q4 | $11.1M | Sell |
82,624
-1,456
| -2% | -$201K | 1.35% | 13 |
|
|
2024
Q3 | $10.2M | Sell |
84,080
-5,874
| -7% | -$694K | 1.25% | 17 |
|
|
2024
Q2 | $11.1M | Sell |
89,954
-5,496
| -6% | -$556K | 1.33% | 14 |
|
|
2024
Q1 | $8.62M | Buy |
95,450
+13,270
| +16% | +$962K | 0.97% | 24 |
|
|
2023
Q4 | $4.07M | Sell |
82,180
-4,240
| -5% | -$196K | 0.58% | 46 |
|
|
2023
Q3 | $3.76M | Buy |
86,420
+340
| +0.4% | +$15.2K | 0.57% | 46 |
|
|
2023
Q2 | $3.64M | Buy |
86,080
+20,160
| +31% | +$669K | 0.53% | 50 |
|
|
2023
Q1 | $1.83M | Buy |
65,920
+1,690
| +3% | +$36.6K | 0.28% | 87 |
|
|
2022
Q4 | $939K | Sell |
64,230
-40,940
| -39% | -$600K | 0.15% | 136 |
|
|
2022
Q3 | $1.28M | Buy |
105,170
+2,320
| +2% | +$36.7K | 0.21% | 106 |
|
|
2022
Q2 | $1.56M | Sell |
102,850
-7,880
| -7% | -$149K | 0.26% | 92 |
|
|
2022
Q1 | $3.02M | Sell |
110,730
-11,440
| -9% | -$287K | 0.42% | 62 |
|
|
2021
Q4 | $3.59M | Buy |
122,170
+1,650
| +1% | +$45.4K | 0.45% | 56 |
|
|
2021
Q3 | $2.5M | Buy |
120,520
+8,320
| +7% | +$173K | 0.34% | 74 |
|
|
2021
Q2 | $2.24M | Buy |
112,200
+30,080
| +37% | +$482K | 0.3% | 83 |
|
|
2021
Q1 | $1.1M | Buy |
82,120
+11,200
| +16% | +$151K | 0.16% | 133 |
|
|
2020
Q4 | $926K | Buy |
70,920
+19,160
| +37% | +$257K | 0.14% | 142 |
|
|
2020
Q3 | $700K | Buy |
+51,760
| New | +$602K | 0.12% | 149 |
|
Other funds holding NVDA
CRM
CNB
P
SP
QCM
AAMU