SWMP
Signature Wealth Management Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
18,170
+1,325
| +8% | +$209K | 1.64% | 13 |
|
|
2025
Q1 | $1.83M | Buy |
16,845
+4,206
| +33% | +$456K | 1.2% | 13 |
|
|
2024
Q4 | $1.7M | Buy |
12,639
+511
| +4% | +$68.6K | 1.17% | 16 |
|
|
2024
Q3 | $1.47M | Buy |
12,128
+2,190
| +22% | +$266K | 1.07% | 18 |
|
|
2024
Q2 | $1.23M | Buy |
9,938
+9,018
| +980% | +$1.11M | 0.93% | 23 |
|
|
2024
Q1 | $831K | Buy |
920
+47
| +5% | +$42.5K | 0.68% | 33 |
|
|
2023
Q4 | $433K | Hold |
873
| – | – | 0.38% | 57 |
|
|
2023
Q3 | $380K | Buy |
873
+154
| +21% | +$67K | 0.37% | 58 |
|
|
2023
Q2 | $304K | Sell |
719
-71
| -9% | -$30K | 0.28% | 68 |
|
|
2023
Q1 | $219K | Buy |
+790
| New | +$219K | 0.2% | 91 |
|
|
2022
Q2 | – | Sell |
-926
| Closed | -$253K | – | 112 |
|
|
2022
Q1 | $253K | Sell |
926
-200
| -18% | -$54.6K | 0.22% | 91 |
|
|
2021
Q4 | $331K | Sell |
1,126
-300
| -21% | -$88.2K | 0.28% | 76 |
|
|
2021
Q3 | $295K | Buy |
+1,426
| New | +$295K | 0.27% | 82 |
|