SPW
Sonoma Private Wealth’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
33,315
+1,046
| +3% | +$165K | 6.45% | 4 |
|
|
2025
Q1 | $3.5M | Buy |
32,269
+4,440
| +16% | +$481K | 4.85% | 4 |
|
|
2024
Q4 | $3.74M | Buy |
27,829
+6,010
| +28% | +$807K | 6.03% | 2 |
|
|
2024
Q3 | $2.65M | Buy |
21,819
+500
| +2% | +$60.7K | 4.13% | 3 |
|
|
2024
Q2 | $2.63M | Buy |
21,319
+19,473
| +1,055% | +$2.41M | 4.28% | 3 |
|
|
2024
Q1 | $1.67M | Sell |
1,846
-381
| -17% | -$344K | 2.68% | 6 |
|
|
2023
Q4 | $1.1M | Buy |
2,227
+967
| +77% | +$479K | 1.83% | 11 |
|
|
2023
Q3 | $548K | Sell |
1,260
-43
| -3% | -$18.7K | 1% | 42 |
|
|
2023
Q2 | $551K | Buy |
+1,303
| New | +$551K | 0.96% | 43 |
|