SFS
Summit Financial Strategies’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
11,637
+69
| +0.6% | +$10.9K | 0.17% | 45 |
|
|
2025
Q1 | $1.25M | Sell |
11,568
-582
| -5% | -$63.1K | 0.13% | 52 |
|
|
2024
Q4 | $1.63M | Sell |
12,150
-269
| -2% | -$36.1K | 0.18% | 47 |
|
|
2024
Q3 | $1.51M | Sell |
12,419
-185
| -1% | -$22.5K | 0.17% | 45 |
|
|
2024
Q2 | $1.56M | Buy |
12,604
+11,007
| +689% | +$1.36M | 0.19% | 41 |
|
|
2024
Q1 | $1.44M | Buy |
1,597
+724
| +83% | +$654K | 0.2% | 41 |
|
|
2023
Q4 | $432K | Sell |
873
-455
| -34% | -$225K | 0.07% | 81 |
|
|
2023
Q3 | $578K | Buy |
1,328
+330
| +33% | +$144K | 0.11% | 62 |
|
|
2023
Q2 | $422K | Sell |
998
-8
| -0.8% | -$3.38K | 0.08% | 76 |
|
|
2023
Q1 | $279K | Buy |
+1,006
| New | +$279K | 0.06% | 98 |
|
|
2022
Q2 | – | Sell |
-871
| Closed | -$238K | – | 126 |
|
|
2022
Q1 | $238K | Sell |
871
-29
| -3% | -$7.92K | 0.05% | 101 |
|
|
2021
Q4 | $265K | Buy |
+900
| New | +$265K | 0.05% | 100 |
|