SWTS
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Stonehaven Wealth & Tax Solutions’s NVIDIA NVDA Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$922K Sell
5,834
-173
-3% -$27.3K 0.9% 26
2025
Q1 		$651K Buy
6,007
+144
+2% +$15.6K 0.69% 31
2024
Q4 		$787K Buy
+5,863
New +$787K 0.86% 35