SWM
Stockman Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
106,940
+102,832
| +2,503% | +$16.2M | 2.3% | 12 |
|
|
2025
Q1 | $445K | Buy |
4,108
+380
| +10% | +$41.2K | 0.07% | 107 |
|
|
2024
Q4 | $501K | Sell |
3,728
-1,045
| -22% | -$140K | 0.08% | 104 |
|
|
2024
Q3 | $580K | Sell |
4,773
-4,792
| -50% | -$582K | 0.09% | 94 |
|
|
2024
Q2 | $1.18M | Buy |
9,565
+1,239
| +15% | +$153K | 0.21% | 64 |
|
|
2024
Q1 | $7.52M | Buy |
8,326
+3,250
| +64% | +$2.94M | 1.33% | 30 |
|
|
2023
Q4 | $2.51M | Buy |
5,076
+4,525
| +821% | +$2.24M | 0.5% | 43 |
|
|
2023
Q3 | $240K | Buy |
551
+25
| +5% | +$10.9K | 0.05% | 158 |
|
|
2023
Q2 | $223K | Buy |
+526
| New | +$223K | 0.05% | 174 |
|