SFPG
Stonebridge Financial Planning Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
27,657
-661
| -2% | -$104K | 1.82% | 8 |
|
|
2025
Q1 | $3.07M | Sell |
28,318
-153
| -0.5% | -$16.6K | 1.4% | 16 |
|
|
2024
Q4 | $3.82M | Buy |
28,471
+1,230
| +5% | +$165K | 1.71% | 10 |
|
|
2024
Q3 | $3.31M | Buy |
27,241
+781
| +3% | +$94.8K | 1.58% | 11 |
|
|
2024
Q2 | $3.27M | Buy |
26,460
+24,050
| +998% | +$2.97M | 1.64% | 9 |
|
|
2024
Q1 | $2.18M | Buy |
2,410
+292
| +14% | +$264K | 1.15% | 22 |
|
|
2023
Q4 | $1.05M | Buy |
2,118
+1,139
| +116% | +$564K | 0.6% | 47 |
|
|
2023
Q3 | $426K | Buy |
979
+96
| +11% | +$41.8K | 0.27% | 94 |
|
|
2023
Q2 | $374K | Sell |
883
-26
| -3% | -$11K | 0.23% | 99 |
|
|
2023
Q1 | $252K | Buy |
+909
| New | +$252K | 0.16% | 111 |
|
|
2022
Q1 | – | Sell |
-230
| Closed | -$53K | – | 278 |
|
|
2021
Q4 | $53K | Hold |
230
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $61K | Buy |
230
+85
| +59% | +$22.5K | 0.03% | 201 |
|
|
2021
Q2 | $119K | Hold |
145
| – | – | 0.06% | 144 |
|
|
2021
Q1 | $88K | Hold |
145
| – | – | 0.05% | 171 |
|
|
2020
Q4 | $76K | Hold |
145
| – | – | 0.05% | 170 |
|
|
2020
Q3 | $80K | Buy |
145
+25
| +21% | +$13.8K | 0.06% | 146 |
|
|
2020
Q2 | $46K | Hold |
120
| – | – | 0.04% | 189 |
|
|
2020
Q1 | $32K | Hold |
120
| – | – | 0.03% | 203 |
|
|
2019
Q4 | $28K | Buy |
+120
| New | +$28K | 0.03% | 211 |
|