Summit Wealth Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.39M Hold
2025
Q2
$3.72M Sell
2025
Q1
$2.57M Buy
2024
Q4
$3.14M Sell
2024
Q3
$3.43M Hold
2024
Q2
$3.49M Buy
2024
Q1
$623K Buy
2023
Q4
$222K Buy
2023
Q2
Sell
2023
Q1
$0 Buy
2021
Q3
Sell
2021
Q2
$84K Hold
2021
Q1
$56K Buy