Strategic Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
+115,810
| New | +$18.3M | 1.44% | 12 |
|
|
2024
Q4 | $13.8M | Buy |
101,828
+17,632
| +21% | +$2.39M | 1.14% | 19 |
|
|
2024
Q3 | $10.2M | Buy |
84,196
+18,533
| +28% | +$2.25M | 0.98% | 25 |
|
|
2024
Q2 | $8.11M | Buy |
65,663
+12,883
| +24% | +$1.59M | 0.85% | 30 |
|
|
2024
Q1 | $4.77M | Buy |
52,780
+13,440
| +34% | +$1.21M | 0.52% | 66 |
|
|
2023
Q4 | $1.95M | Buy |
39,340
+5,800
| +17% | +$287K | 0.24% | 91 |
|
|
2023
Q3 | $1.46M | Buy |
33,540
+280
| +0.8% | +$12.2K | 0.19% | 128 |
|
|
2023
Q2 | $1.41M | Sell |
33,260
-20,080
| -38% | -$849K | 0.18% | 132 |
|
|
2023
Q1 | $1.48M | Sell |
53,340
-1,650
| -3% | -$45.8K | 0.23% | 110 |
|
|
2022
Q4 | $804K | Buy |
54,990
+1,020
| +2% | +$14.9K | 0.15% | 137 |
|
|
2022
Q3 | $655K | Sell |
53,970
-15,350
| -22% | -$186K | 0.14% | 153 |
|
|
2022
Q2 | $1.05M | Sell |
69,320
-37,780
| -35% | -$573K | 0.23% | 118 |
|
|
2022
Q1 | $2.92M | Buy |
107,100
+24,920
| +30% | +$680K | 0.57% | 53 |
|
|
2021
Q4 | $2.42M | Buy |
82,180
+6,030
| +8% | +$177K | 0.46% | 69 |
|
|
2021
Q3 | $1.58M | Buy |
76,150
+22,190
| +41% | +$460K | 0.46% | 57 |
|
|
2021
Q2 | $1.08M | Sell |
53,960
-3,600
| -6% | -$72K | 0.35% | 81 |
|
|
2021
Q1 | $768K | Buy |
57,560
+7,840
| +16% | +$105K | 0.31% | 85 |
|
|
2020
Q4 | $649K | Buy |
49,720
+10,200
| +26% | +$133K | 0.27% | 92 |
|
|
2020
Q3 | $535K | Buy |
39,520
+4,840
| +14% | +$65.5K | 0.27% | 90 |
|
|
2020
Q2 | $329K | Buy |
+34,680
| New | +$329K | 0.17% | 111 |
|
|
2019
Q4 | – | Sell |
-5,360
| Closed | -$23 | – | 378 |
|
|
2019
Q3 | $23 | Buy |
5,360
+4,560
| +570% | +$20 | ﹤0.01% | 373 |
|
|
2019
Q2 | $3K | Sell |
800
-10,000
| -93% | -$37.5K | ﹤0.01% | 680 |
|
|
2019
Q1 | $50K | Sell |
10,800
-920
| -8% | -$4.26K | 0.02% | 243 |
|
|
2018
Q4 | $45K | Buy |
11,720
+160
| +1% | +$614 | 0.02% | 243 |
|
|
2018
Q3 | $81K | Buy |
11,560
+3,160
| +38% | +$22.1K | 0.04% | 194 |
|
|
2018
Q2 | $50K | Hold |
8,400
| – | – | 0.03% | 256 |
|
|
2018
Q1 | $49K | Buy |
8,400
+400
| +5% | +$2.33K | 0.03% | 248 |
|
|
2017
Q4 | $42K | Buy |
+8,000
| New | +$42K | 0.02% | 236 |
|