SWM
StoneCrest Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
81,396
-92
| -0.1% | -$14.5K | 6.13% | 2 |
|
|
2025
Q1 | $8.83M | Sell |
81,488
-2,599
| -3% | -$282K | 5.61% | 2 |
|
|
2024
Q4 | $11.3M | Sell |
84,087
-582
| -0.7% | -$78.2K | 7.37% | 2 |
|
|
2024
Q3 | $10.3M | Sell |
84,669
-396
| -0.5% | -$48.1K | 7.48% | 2 |
|
|
2024
Q2 | $10.5M | Buy |
85,065
+76,918
| +944% | +$444K | 8.02% | 2 |
|
|
2024
Q1 | $7.36M | Sell |
8,147
-1,841
| -18% | -$1.66M | 6.37% | 2 |
|
|
2023
Q4 | $4.95M | Buy |
+9,988
| New | +$4.95M | 4.74% | 6 |
|