SGWM
Sterling Group Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
2,355
-535
| -19% | -$84.5K | 0.21% | 36 |
|
|
2025
Q1 | $313K | Buy |
2,890
+284
| +11% | +$30.8K | 0.17% | 44 |
|
|
2024
Q4 | $350K | Sell |
2,606
-747
| -22% | -$100K | 0.18% | 41 |
|
|
2024
Q3 | $407K | Buy |
3,353
+802
| +31% | +$97.4K | 0.22% | 33 |
|
|
2024
Q2 | $315K | Buy |
+2,551
| New | +$315K | 0.18% | 38 |
|