SWMG
Signature Wealth Management Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
17,366
-232
| -1% | -$36.7K | 1.08% | 37 |
|
|
2025
Q1 | $1.91M | Sell |
17,598
-197
| -1% | -$21.4K | 0.74% | 52 |
|
|
2024
Q4 | $2.39M | Buy |
17,795
+3,310
| +23% | +$444K | 0.96% | 41 |
|
|
2024
Q3 | $1.76M | Sell |
14,485
-1,246
| -8% | -$151K | 0.71% | 52 |
|
|
2024
Q2 | $1.94M | Buy |
15,731
+14,179
| +914% | +$1.75M | 0.85% | 43 |
|
|
2024
Q1 | $1.18M | Sell |
1,552
-576
| -27% | -$439K | 0.54% | 65 |
|
|
2023
Q4 | $1.05M | Buy |
+2,128
| New | +$1.05M | 0.49% | 69 |
|
|
2023
Q2 | $856K | Sell |
2,023
-631
| -24% | -$267K | 0.4% | 72 |
|
|
2023
Q1 | $737K | Sell |
2,654
-4,660
| -64% | -$1.29M | 0.35% | 73 |
|
|
2022
Q4 | $1.07M | Sell |
7,314
-3,338
| -31% | -$488K | 0.52% | 65 |
|
|
2022
Q3 | $1.29M | Buy |
10,652
+204
| +2% | +$24.8K | 0.66% | 59 |
|
|
2022
Q2 | $1.58M | Buy |
10,448
+79
| +0.8% | +$12K | 0.77% | 58 |
|
|
2022
Q1 | $2.83M | Buy |
10,369
+6,771
| +188% | +$1.85M | 1.27% | 42 |
|
|
2021
Q4 | $1.06M | Sell |
3,598
-1,035
| -22% | -$304K | 0.53% | 61 |
|
|
2021
Q3 | $960K | Buy |
4,633
+3,526
| +319% | +$731K | 0.53% | 61 |
|
|
2021
Q2 | $886K | Buy |
1,107
+102
| +10% | +$81.6K | 0.49% | 63 |
|
|
2021
Q1 | $537K | Buy |
1,005
+62
| +7% | +$33.1K | 0.32% | 66 |
|
|
2020
Q4 | $492K | Buy |
943
+83
| +10% | +$43.3K | 0.31% | 65 |
|
|
2020
Q3 | $465K | Buy |
+860
| New | +$465K | 0.33% | 64 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$6K | – | 230 |
|
|
2018
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 233 |
|
|
2018
Q2 | $7K | Hold |
30
| – | – | 0.01% | 214 |
|
|
2018
Q1 | $7K | Hold |
30
| – | – | 0.01% | 212 |
|
|
2017
Q4 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 237 |
|