Smallwood Wealth Investment Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.47M | Sell |
13,592
-200
| -1% | -$21.7K | 0.93% | 21 |
|
|
2024
Q4 | $1.85M | Sell |
13,792
-75
| -0.5% | -$10.1K | 1.26% | 18 |
|
|
2024
Q3 | $1.68M | Sell |
13,867
-653
| -4% | -$79.3K | 1.2% | 16 |
|
|
2024
Q2 | $1.79M | Buy |
14,520
+120
| +0.8% | +$14.8K | 1.39% | 15 |
|
|
2024
Q1 | $1.3M | Hold |
14,400
| – | – | 1.01% | 19 |
|
|
2023
Q4 | $713K | Buy |
14,400
+200
| +1% | +$9.9K | 0.59% | 29 |
|
|
2023
Q3 | $618K | Sell |
14,200
-1,030
| -7% | -$44.8K | 0.56% | 30 |
|
|
2023
Q2 | $644K | Buy |
15,230
+300
| +2% | +$12.7K | 0.57% | 30 |
|
|
2023
Q1 | $415K | Sell |
14,930
-6,350
| -30% | -$176K | 0.39% | 40 |
|
|
2022
Q4 | $311K | Buy |
21,280
+30
| +0.1% | +$438 | 0.26% | 55 |
|
|
2022
Q3 | $258K | Sell |
21,250
-3,000
| -12% | -$36.4K | 0.23% | 62 |
|
|
2022
Q2 | $368K | Buy |
24,250
+9,350
| +63% | +$142K | 0.37% | 46 |
|
|
2022
Q1 | $407K | Sell |
14,900
-30
| -0.2% | -$819 | 0.38% | 39 |
|
|
2021
Q4 | $439K | Buy |
+14,930
| New | +$439K | 0.41% | 37 |
|