Summit Wealth Partners’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
$2.65M Sell
2025
Q2
$2.25M Sell
2025
Q1
$1.65M Buy
2024
Q4
$1.92M Sell
2024
Q3
$2.29M Buy
2024
Q2
$2.31M Sell
2024
Q1
$2.12M Sell
2023
Q4
$1.17M Buy
2023
Q3
$853K Buy
2023
Q2
$595K Buy
2023
Q1
$323K Buy
2022
Q2
Sell
2022
Q1
$433K Sell
2021
Q4
$562K Buy
2021
Q3
$391K Buy
2021
Q2
$335K Hold
2021
Q1
$224K Buy
2020
Q3
Sell
2020
Q2
$229K Buy