SW
SkyOak Wealth’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.2M | Buy |
45,599
+13,839
| +44% | +$2.19M | 1.45% | 17 |
|
2025
Q1 | $3.44M | Sell |
31,760
-1,757
| -5% | -$190K | 0.75% | 37 |
|
2024
Q4 | $4.5M | Sell |
33,517
-3,075
| -8% | -$413K | 0.96% | 29 |
|
2024
Q3 | $4.44M | Sell |
36,592
-1,905
| -5% | -$231K | 0.98% | 29 |
|
2024
Q2 | $4.76M | Buy |
38,497
+34,747
| +927% | +$4.29M | 1.11% | 23 |
|
2024
Q1 | $3.39M | Sell |
3,750
-1,205
| -24% | -$1.09M | 0.81% | 32 |
|
2023
Q4 | $2.45M | Buy |
4,955
+278
| +6% | +$138K | 0.64% | 38 |
|
2023
Q3 | $2.03M | Buy |
4,677
+273
| +6% | +$119K | 0.59% | 43 |
|
2023
Q2 | $1.86M | Sell |
4,404
-2,000
| -31% | -$846K | 0.53% | 50 |
|
2023
Q1 | $1.78M | Sell |
6,404
-2,743
| -30% | -$762K | 0.54% | 48 |
|
2022
Q4 | $1.34M | Sell |
9,147
-2,900
| -24% | -$424K | 0.45% | 57 |
|
2022
Q3 | $1.46M | Buy |
12,047
+3,152
| +35% | +$383K | 0.52% | 53 |
|
2022
Q2 | $1.35M | Buy |
8,895
+404
| +5% | +$61.2K | 0.46% | 60 |
|
2022
Q1 | $2.32M | Sell |
8,491
-2,883
| -25% | -$787K | 0.64% | 45 |
|
2021
Q4 | $3.35M | Sell |
11,374
-2,996
| -21% | -$881K | 0.85% | 34 |
|
2021
Q3 | $2.98M | Buy |
14,370
+11,147
| +346% | +$2.31M | 0.8% | 32 |
|
2021
Q2 | $2.58M | Buy |
3,223
+46
| +1% | +$36.8K | 0.69% | 38 |
|
2021
Q1 | $1.94M | Buy |
3,177
+1,334
| +72% | +$815K | 0.54% | 49 |
|
2020
Q4 | $962K | Buy |
1,843
+200
| +12% | +$104K | 0.3% | 88 |
|
2020
Q3 | $889K | Sell |
1,643
-1,871
| -53% | -$1.01M | 0.32% | 78 |
|
2020
Q2 | $1.34M | Buy |
3,514
+2,052
| +140% | +$780K | 0.49% | 53 |
|
2020
Q1 | $385K | Sell |
1,462
-1,833
| -56% | -$483K | 0.2% | 128 |
|
2019
Q4 | $775K | Buy |
+3,295
| New | +$775K | 0.24% | 91 |
|