SFP
Shepherd Financial Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
98,335
+1,173
| +1% | +$185K | 1.64% | 16 |
|
|
2025
Q1 | $10.5M | Buy |
97,162
+12,402
| +15% | +$1.34M | 1.23% | 21 |
|
|
2024
Q4 | $11.4M | Buy |
84,760
+8,161
| +11% | +$1.1M | 1.36% | 13 |
|
|
2024
Q3 | $9.3M | Buy |
76,599
+17,497
| +30% | +$2.12M | 1.12% | 18 |
|
|
2024
Q2 | $7.3M | Buy |
59,102
+52,878
| +850% | +$6.53M | 0.94% | 19 |
|
|
2024
Q1 | $5.62M | Sell |
6,224
-191
| -3% | -$173K | 0.74% | 21 |
|
|
2023
Q4 | $3.18M | Sell |
6,415
-408
| -6% | -$202K | 0.45% | 37 |
|
|
2023
Q3 | $2.97M | Buy |
6,823
+248
| +4% | +$108K | 0.47% | 39 |
|
|
2023
Q2 | $2.78M | Buy |
6,575
+1
| +0% | +$423 | 0.43% | 41 |
|
|
2023
Q1 | $1.83M | Buy |
6,574
+373
| +6% | +$104K | 0.31% | 56 |
|
|
2022
Q4 | $906K | Sell |
6,201
-968
| -14% | -$141K | 0.16% | 86 |
|
|
2022
Q3 | $870K | Sell |
7,169
-6,892
| -49% | -$836K | 0.17% | 85 |
|
|
2022
Q2 | $2.13M | Buy |
14,061
+332
| +2% | +$50.3K | 0.41% | 46 |
|
|
2022
Q1 | $3.75M | Buy |
13,729
+586
| +4% | +$160K | 0.67% | 22 |
|
|
2021
Q4 | $3.87M | Sell |
13,143
-825
| -6% | -$243K | 0.67% | 25 |
|
|
2021
Q3 | $2.9M | Buy |
13,968
+10,478
| +300% | +$2.17M | 0.56% | 34 |
|
|
2021
Q2 | $2.79M | Buy |
3,490
+28
| +0.8% | +$22.4K | 0.53% | 36 |
|
|
2021
Q1 | $1.85M | Buy |
3,462
+3,056
| +753% | +$1.63M | 0.41% | 52 |
|
|
2020
Q4 | $212K | Buy |
+406
| New | +$212K | 0.05% | 129 |
|