SWA
Stratos Wealth Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.5M | Buy |
338,472
+15,966
| +5% | +$2.52M | 2.82% | 2 |
|
2025
Q1 | $35M | Sell |
322,506
-11,716
| -4% | -$1.27M | 1.91% | 5 |
|
2024
Q4 | $44.9M | Sell |
334,222
-9,176
| -3% | -$1.23M | 2.15% | 4 |
|
2024
Q3 | $41.7M | Buy |
343,398
+3,330
| +1% | +$404K | 1.91% | 4 |
|
2024
Q2 | $42M | Buy |
340,068
+307,893
| +957% | +$38M | 2.08% | 4 |
|
2024
Q1 | $29.1M | Buy |
32,175
+815
| +3% | +$736K | 1.72% | 5 |
|
2023
Q4 | $15.5M | Sell |
31,360
-554
| -2% | -$274K | 0.89% | 16 |
|
2023
Q3 | $13.9M | Buy |
31,914
+2,958
| +10% | +$1.29M | 0.92% | 14 |
|
2023
Q2 | $12.2M | Sell |
28,956
-3,815
| -12% | -$1.61M | 0.87% | 15 |
|
2023
Q1 | $9.1M | Sell |
32,771
-2,556
| -7% | -$710K | 0.7% | 21 |
|
2022
Q4 | $5.16M | Buy |
35,327
+21,044
| +147% | +$3.08M | 0.43% | 56 |
|
2022
Q3 | $1.73M | Buy |
14,283
+2,180
| +18% | +$265K | 0.18% | 157 |
|
2022
Q2 | $1.84M | Buy |
12,103
+6,777
| +127% | +$1.03M | 0.17% | 158 |
|
2022
Q1 | $1.45M | Buy |
5,326
+280
| +6% | +$76.4K | 0.12% | 213 |
|
2021
Q4 | $1.48M | Buy |
5,046
+1,182
| +31% | +$348K | 0.11% | 229 |
|
2021
Q3 | $801K | Buy |
3,864
+3,011
| +353% | +$624K | 0.07% | 287 |
|
2021
Q2 | $683K | Sell |
853
-8
| -0.9% | -$6.41K | 0.06% | 302 |
|
2021
Q1 | $460K | Sell |
861
-211
| -20% | -$113K | 0.05% | 320 |
|
2020
Q4 | $560K | Buy |
1,072
+558
| +109% | +$291K | 0.08% | 232 |
|
2020
Q3 | $278K | Buy |
+514
| New | +$278K | 0.07% | 265 |
|
2019
Q4 | – | Sell |
-1,910
| Closed | -$332K | – | 214 |
|
2019
Q3 | $332K | Buy |
1,910
+29
| +2% | +$5.04K | 0.13% | 173 |
|
2019
Q2 | $309K | Sell |
1,881
-688
| -27% | -$113K | 0.12% | 172 |
|
2019
Q1 | $461K | Sell |
2,569
-275
| -10% | -$49.3K | 0.25% | 111 |
|
2018
Q4 | $380K | Buy |
+2,844
| New | +$380K | 0.25% | 117 |
|