SVWAG
Sound View Wealth Advisors Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Buy |
238,400
+6,834
| +3% | +$1.08M | 2.78% | 5 |
|
|
2025
Q1 | $25.1M | Buy |
231,566
+3,331
| +1% | +$361K | 2.06% | 6 |
|
|
2024
Q4 | $30.6M | Buy |
228,235
+12,446
| +6% | +$1.67M | 2.47% | 5 |
|
|
2024
Q3 | $26.2M | Buy |
215,789
+31,307
| +17% | +$3.8M | 2.14% | 5 |
|
|
2024
Q2 | $22.8M | Buy |
184,482
+166,091
| +903% | +$20.5M | 2.35% | 5 |
|
|
2024
Q1 | $16.6M | Sell |
18,391
-2,251
| -11% | -$2.03M | 1.77% | 9 |
|
|
2023
Q4 | $10.2M | Buy |
20,642
+1,123
| +6% | +$556K | 1.13% | 21 |
|
|
2023
Q3 | $8.49M | Buy |
19,519
+17
| +0.1% | +$7.4K | 1.06% | 24 |
|
|
2023
Q2 | $8.25M | Buy |
19,502
+708
| +4% | +$300K | 1.08% | 22 |
|
|
2023
Q1 | $5.22M | Sell |
18,794
-1,848
| -9% | -$513K | 0.72% | 38 |
|
|
2022
Q4 | $10.2M | Buy |
20,642
+4,108
| +25% | +$2.03M | 1.13% | 21 |
|
|
2022
Q3 | $2.01M | Buy |
16,534
+141
| +0.9% | +$17.1K | 0.45% | 60 |
|
|
2022
Q2 | $2.49M | Buy |
16,393
+2,133
| +15% | +$323K | 0.52% | 53 |
|
|
2022
Q1 | $3.89M | Sell |
14,260
-45
| -0.3% | -$12.3K | 0.74% | 38 |
|
|
2021
Q4 | $4.21M | Buy |
14,305
+1,529
| +12% | +$450K | 0.8% | 37 |
|
|
2021
Q3 | $2.65M | Buy |
12,776
+10,355
| +428% | +$2.15M | 0.55% | 48 |
|
|
2021
Q2 | $1.94M | Sell |
2,421
-446
| -16% | -$357K | 0.41% | 63 |
|
|
2021
Q1 | $1.53M | Buy |
2,867
+92
| +3% | +$49.1K | 0.36% | 82 |
|
|
2020
Q4 | $1.45M | Buy |
2,775
+726
| +35% | +$379K | 0.35% | 80 |
|
|
2020
Q3 | $1.11M | Sell |
2,049
-277
| -12% | -$150K | 0.29% | 89 |
|
|
2020
Q2 | $884K | Buy |
2,326
+429
| +23% | +$163K | 0.25% | 101 |
|
|
2020
Q1 | $500K | Buy |
1,897
+9
| +0.5% | +$2.37K | 0.17% | 121 |
|
|
2019
Q4 | $444K | Buy |
1,888
+32
| +2% | +$7.53K | 0.13% | 148 |
|
|
2019
Q3 | $323K | Sell |
1,856
-32
| -2% | -$5.57K | 0.1% | 181 |
|
|
2019
Q2 | $310K | Buy |
+1,888
| New | +$310K | 0.09% | 190 |
|