SWP
Summit Wealth Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
14,218
-978
| -6% | -$155K | 0.43% | 49 |
|
|
2025
Q1 | $1.65M | Buy |
15,196
+934
| +7% | +$101K | 0.33% | 60 |
|
|
2024
Q4 | $1.92M | Sell |
14,262
-4,597
| -24% | -$617K | 0.39% | 51 |
|
|
2024
Q3 | $2.29M | Buy |
18,859
+200
| +1% | +$24.3K | 0.44% | 46 |
|
|
2024
Q2 | $2.31M | Buy |
18,659
+16,318
| +697% | +$2.02M | 0.48% | 41 |
|
|
2024
Q1 | $2.12M | Sell |
2,341
-24
| -1% | -$21.7K | 0.45% | 41 |
|
|
2023
Q4 | $1.17M | Buy |
2,365
+405
| +21% | +$201K | 0.27% | 63 |
|
|
2023
Q3 | $853K | Buy |
1,960
+553
| +39% | +$241K | 0.22% | 72 |
|
|
2023
Q2 | $595K | Buy |
1,407
+244
| +21% | +$103K | 0.15% | 95 |
|
|
2023
Q1 | $323K | Buy |
+1,163
| New | +$323K | 0.08% | 139 |
|
|
2022
Q2 | – | Sell |
-1,588
| Closed | -$433K | – | 178 |
|
|
2022
Q1 | $433K | Sell |
1,588
-324
| -17% | -$88.4K | 0.1% | 106 |
|
|
2021
Q4 | $562K | Buy |
1,912
+24
| +1% | +$7.06K | 0.12% | 86 |
|
|
2021
Q3 | $391K | Buy |
1,888
+1,469
| +351% | +$304K | 0.09% | 103 |
|
|
2021
Q2 | $335K | Hold |
419
| – | – | 0.08% | 114 |
|
|
2021
Q1 | $224K | Buy |
+419
| New | +$224K | 0.06% | 140 |
|
|
2020
Q3 | – | Sell |
-602
| Closed | -$229K | – | 154 |
|
|
2020
Q2 | $229K | Buy |
+602
| New | +$229K | 0.07% | 131 |
|