Strategic Wealth Investment Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Buy
14,385
+364
+3% +$57.5K 3.29% 7
2025
Q1
$1.52M Sell
14,021
-186,706
-93% -$20.2M 2.64% 8
2024
Q4
$27M Buy
200,727
+2,341
+1% +$314K 2.98% 9
2024
Q3
$23.2M Buy
198,386
+89,599
+82% +$10.5M 2.49% 12
2024
Q2
$13.5M Buy
+108,787
New +$13.5M 1.71% 18
2023
Q4
$7.22M Buy
145,690
+7,390
+5% +$366K 1.08% 30
2023
Q3
$6.02M Buy
138,300
+6,720
+5% +$292K 1.09% 31
2023
Q2
$5.57M Buy
131,580
+5,240
+4% +$222K 0.88% 36
2023
Q1
$3.51M Buy
126,340
+22,330
+21% +$620K 0.65% 42
2022
Q4
$1.81M Buy
104,010
+42,990
+70% +$747K 0.42% 51
2022
Q3
$741K Buy
61,020
+11,090
+22% +$135K 0.21% 56
2022
Q2
$757K Buy
49,930
+40,590
+435% +$615K 0.19% 82
2022
Q1
$255K Buy
+9,340
New +$255K 0.06% 88