SWM
SilverOak Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
14,476
+5,101
| +54% | +$806K | 0.43% | 28 |
|
|
2025
Q1 | $1.02M | Sell |
9,375
-555
| -6% | -$60.2K | 0.22% | 42 |
|
|
2024
Q4 | $1.33M | Buy |
9,930
+180
| +2% | +$24.2K | 0.29% | 38 |
|
|
2024
Q3 | $1.18M | Buy |
9,750
+4
| +0% | +$486 | 0.27% | 38 |
|
|
2024
Q2 | $1.2M | Buy |
9,746
+8,724
| +854% | +$1.08M | 0.29% | 36 |
|
|
2024
Q1 | $923K | Sell |
1,022
-27
| -3% | -$24.4K | 0.23% | 40 |
|
|
2023
Q4 | $519K | Buy |
+1,049
| New | +$519K | 0.14% | 52 |
|