SFWA
Summit Financial Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $665K | Buy |
6,135
+2,852
| +87% | +$309K | 0.13% | 79 |
|
|
2024
Q4 | $383K | Sell |
3,283
-154
| -4% | -$18K | 0.07% | 107 |
|
|
2024
Q3 | $417K | Buy |
3,437
+630
| +22% | +$76.5K | 0.08% | 98 |
|
|
2024
Q2 | $347K | Buy |
+2,807
| New | +$347K | 0.07% | 96 |
|
|
2018
Q4 | – | Sell |
-990
| Closed | -$233K | – | 143 |
|
|
2018
Q3 | $233K | Sell |
990
-1,492
| -60% | -$351K | 0.07% | 126 |
|
|
2018
Q2 | $575K | Hold |
2,482
| – | – | 0.19% | 81 |
|
|
2018
Q1 | $575K | Buy |
2,482
+221
| +10% | +$51.2K | 0.19% | 82 |
|
|
2017
Q4 | $438K | Buy |
2,261
+115
| +5% | +$22.3K | 0.15% | 90 |
|
|
2017
Q3 | $384K | Sell |
2,146
-327
| -13% | -$58.5K | 0.14% | 95 |
|
|
2017
Q2 | $357K | Buy |
2,473
+548
| +28% | +$79.1K | 0.14% | 103 |
|
|
2017
Q1 | $210K | Buy |
+1,925
| New | +$210K | 0.09% | 131 |
|