Summit Wealth Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
23,518
-182
| -0.8% | -$28.8K | 0.95% | 26 |
|
|
2025
Q1 | $2.57M | Buy |
23,700
+296
| +1% | +$32.1K | 0.75% | 27 |
|
|
2024
Q4 | $3.14M | Sell |
23,404
-4,846
| -17% | -$651K | 0.91% | 26 |
|
|
2024
Q3 | $3.43M | Hold |
28,250
| – | – | 0.99% | 26 |
|
|
2024
Q2 | $3.49M | Buy |
28,250
+21,360
| +310% | +$2.64M | 1.05% | 23 |
|
|
2024
Q1 | $623K | Buy |
6,890
+2,400
| +53% | +$217K | 0.42% | 24 |
|
|
2023
Q4 | $222K | Buy |
+4,490
| New | +$222K | 0.17% | 36 |
|
|
2023
Q2 | – | Sell |
-1,024,970
| Closed | – | – | 198 |
|
|
2023
Q1 | $0 | Buy |
+1,024,970
| New | – | ﹤0.01% | 227 |
|
|
2021
Q3 | – | Sell |
-4,200
| Closed | -$84K | – | 165 |
|
|
2021
Q2 | $84K | Hold |
4,200
| – | – | 0.12% | 41 |
|
|
2021
Q1 | $56K | Buy |
+4,200
| New | +$56K | 0.09% | 44 |
|