SWM
Sugarloaf Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.32M | Buy |
39,614
+22,514
| +132% | +$3.02M | 1.01% | 16 |
|
|
2024
Q3 | $2.08M | Buy |
17,100
+670
| +4% | +$81.4K | 0.39% | 38 |
|
|
2024
Q2 | $2.03M | Buy |
16,430
+14,790
| +902% | +$1.83M | 0.41% | 38 |
|
|
2024
Q1 | $1.48M | Buy |
1,640
+90
| +6% | +$81.3K | 0.31% | 40 |
|
|
2023
Q4 | $768K | Buy |
1,550
+97
| +7% | +$48K | 0.19% | 62 |
|
|
2023
Q3 | $632K | Sell |
1,453
-183
| -11% | -$79.6K | 0.16% | 66 |
|
|
2023
Q2 | $692K | Sell |
1,636
-1,259
| -43% | -$532K | 0.16% | 65 |
|
|
2023
Q1 | $804K | Sell |
2,895
-13,606
| -82% | -$3.78M | 0.2% | 57 |
|
|
2022
Q4 | $2.41M | Buy |
16,501
+1,047
| +7% | +$153K | 0.61% | 22 |
|
|
2022
Q3 | $1.88M | Buy |
15,454
+229
| +2% | +$27.9K | 0.48% | 35 |
|
|
2022
Q2 | $2.31M | Buy |
15,225
+2,381
| +19% | +$361K | 0.58% | 24 |
|
|
2022
Q1 | $3.52M | Buy |
12,844
+1,474
| +13% | +$404K | 0.83% | 16 |
|
|
2021
Q4 | $3.34M | Buy |
11,370
+252
| +2% | +$74.1K | 0.79% | 16 |
|
|
2021
Q3 | $2.3M | Buy |
11,118
+8,380
| +306% | +$1.74M | 0.61% | 25 |
|
|
2021
Q2 | $2.19M | Buy |
2,738
+188
| +7% | +$150K | 0.6% | 25 |
|
|
2021
Q1 | $1.36K | Buy |
2,550
+2,138
| +519% | +$1.14K | 0.41% | 36 |
|
|
2020
Q4 | $215K | Buy |
412
+2
| +0.5% | +$1.04K | 0.07% | 109 |
|
|
2020
Q3 | $222K | Buy |
410
+3
| +0.7% | +$1.62K | 0.08% | 105 |
|
|
2020
Q2 | $154K | Hold |
407
| – | – | 0.06% | 127 |
|
|
2020
Q1 | $107K | Sell |
407
-61
| -13% | -$16K | 0.05% | 148 |
|
|
2019
Q4 | $110K | Buy |
+468
| New | +$110K | 0.05% | 170 |
|