SWM
Spire Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.5M | Sell |
594,782
-117,305
| -16% | -$18.4M | 3.36% | 2 |
|
|
2025
Q1 | $77.2M | Sell |
712,087
-12,995
| -2% | -$1.41M | 2.47% | 4 |
|
|
2024
Q4 | $97.4M | Sell |
725,082
-20,522
| -3% | -$2.76M | 3.02% | 4 |
|
|
2024
Q3 | $90.5M | Buy |
745,604
+18,815
| +3% | +$2.28M | 3.05% | 4 |
|
|
2024
Q2 | $89.8M | Buy |
726,789
+643,654
| +774% | +$79.5M | 3.17% | 3 |
|
|
2024
Q1 | $95.9M | Sell |
83,135
-2,679
| -3% | -$3.09M | 1.74% | 15 |
|
|
2023
Q4 | $51M | Buy |
85,814
+5,587
| +7% | +$3.32M | 1.69% | 8 |
|
|
2023
Q3 | $34.9M | Buy |
80,227
+1,642
| +2% | +$714K | 1.33% | 10 |
|
|
2023
Q2 | $33.2M | Sell |
78,585
-885
| -1% | -$374K | 1.23% | 13 |
|
|
2023
Q1 | $22.1M | Buy |
79,470
+34,510
| +77% | +$9.59M | 0.86% | 23 |
|
|
2022
Q4 | $6.57M | Sell |
44,960
-7,236
| -14% | -$1.06M | 0.37% | 63 |
|
|
2022
Q3 | $6.34M | Sell |
52,196
-81,684
| -61% | -$9.92M | 0.38% | 62 |
|
|
2022
Q2 | $20.3M | Sell |
133,880
-49,296
| -27% | -$7.47M | 0.84% | 21 |
|
|
2022
Q1 | $50M | Sell |
183,176
-39,065
| -18% | -$10.7M | 1.34% | 8 |
|
|
2021
Q4 | $65.4M | Buy |
222,241
+12,060
| +6% | +$3.55M | 1.45% | 5 |
|
|
2021
Q3 | $43.5M | Buy |
210,181
+157,834
| +302% | +$32.7M | 1.15% | 9 |
|
|
2021
Q2 | $42M | Sell |
52,347
-92
| -0.2% | -$73.8K | 1.14% | 10 |
|
|
2021
Q1 | $27.9M | Buy |
+52,439
| New | +$27.9M | 0.74% | 21 |
|