SWA
SOA Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
156,178
-3,613
| -2% | -$449K | 3.65% | 4 |
|
|
2025
Q1 | $13.4M | Buy |
159,791
+39,529
| +33% | +$3.31M | 2.79% | 5 |
|
|
2024
Q4 | $16.1M | Sell |
120,262
-372
| -0.3% | -$50K | 2.97% | 5 |
|
|
2024
Q3 | $14.6M | Buy |
120,634
+350
| +0.3% | +$42.5K | 2.79% | 5 |
|
|
2024
Q2 | $14.9M | Buy |
120,284
+109,683
| +1,035% | +$13.6M | 2.99% | 5 |
|
|
2024
Q1 | $9.58M | Buy |
10,601
+129
| +1% | +$117K | 1.98% | 10 |
|
|
2023
Q4 | $5.19M | Buy |
10,472
+56
| +0.5% | +$27.7K | 1.15% | 19 |
|
|
2023
Q3 | $4.53M | Sell |
10,416
-2,669
| -20% | -$1.16M | 1.13% | 20 |
|
|
2023
Q2 | $5.54M | Sell |
13,085
-17,384
| -57% | -$7.35M | 1.3% | 19 |
|
|
2023
Q1 | $8.46M | Sell |
30,469
-193
| -0.6% | -$53.6K | 2.09% | 8 |
|
|
2022
Q4 | $4.48M | Sell |
30,662
-261
| -0.8% | -$38.1K | 1.21% | 21 |
|
|
2022
Q3 | $3.75M | Buy |
30,923
+579
| +2% | +$70.3K | 1.13% | 24 |
|
|
2022
Q2 | $4.6M | Buy |
30,344
+1,560
| +5% | +$236K | 1.36% | 18 |
|
|
2022
Q1 | $7.85M | Buy |
28,784
+388
| +1% | +$106K | 1.92% | 11 |
|
|
2021
Q4 | $8.4M | Buy |
28,396
+333
| +1% | +$98.5K | 2.03% | 9 |
|
|
2021
Q3 | $5.81M | Buy |
28,063
+21,494
| +327% | +$4.45M | 1.49% | 16 |
|
|
2021
Q2 | $5.26M | Buy |
6,569
+909
| +16% | +$727K | 1.35% | 19 |
|
|
2021
Q1 | $3.02M | Buy |
5,660
+440
| +8% | +$235K | 0.85% | 35 |
|
|
2020
Q4 | $3.08M | Buy |
+5,220
| New | +$3.08M | 0.84% | 35 |
|