SWA
Sutton Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.83M | Buy |
4,206
+152
| +4% | +$66.1K | 0.9% | 23 |
|
|
2023
Q2 | $1.72M | Buy |
4,054
+809
| +25% | +$342K | 0.83% | 26 |
|
|
2023
Q1 | $901K | Sell |
3,245
-2,292
| -41% | -$637K | 0.48% | 38 |
|
|
2022
Q4 | $809K | Sell |
5,537
-872
| -14% | -$127K | 0.31% | 57 |
|
|
2022
Q3 | $778K | Buy |
6,409
+983
| +18% | +$119K | 0.32% | 58 |
|
|
2022
Q2 | $823K | Buy |
5,426
+490
| +10% | +$74.3K | 0.33% | 53 |
|
|
2022
Q1 | $1.35M | Buy |
4,936
+276
| +6% | +$75.3K | 0.46% | 42 |
|
|
2021
Q4 | $1.37M | Buy |
4,660
+296
| +7% | +$87.1K | 0.46% | 42 |
|
|
2021
Q3 | $904K | Buy |
4,364
+3,325
| +320% | +$689K | 0.33% | 51 |
|
|
2021
Q2 | $831K | Buy |
1,039
+49
| +5% | +$39.2K | 0.3% | 58 |
|
|
2021
Q1 | $529K | Buy |
990
+19
| +2% | +$10.1K | 0.21% | 78 |
|
|
2020
Q4 | $507K | Sell |
971
-14
| -1% | -$7.31K | 0.22% | 79 |
|
|
2020
Q3 | $533K | Sell |
985
-14
| -1% | -$7.58K | 0.26% | 69 |
|
|
2020
Q2 | $380K | Buy |
999
+269
| +37% | +$102K | 0.2% | 87 |
|
|
2020
Q1 | $192K | Buy |
730
+27
| +4% | +$7.12K | 0.12% | 130 |
|
|
2019
Q4 | $165K | Buy |
703
+20
| +3% | +$4.71K | 0.08% | 173 |
|
|
2019
Q3 | $119K | Buy |
683
+6
| +0.9% | +$1.04K | 0.07% | 192 |
|
|
2019
Q2 | $111K | Sell |
677
-35
| -5% | -$5.75K | 0.06% | 195 |
|
|
2019
Q1 | $128K | Sell |
712
-280
| -28% | -$50.3K | 0.07% | 182 |
|
|
2018
Q4 | $132K | Hold |
992
| – | – | 0.09% | 167 |
|
|
2018
Q3 | $279K | Hold |
992
| – | – | 0.18% | 98 |
|
|
2018
Q2 | $235K | Hold |
992
| – | – | 0.16% | 109 |
|
|
2018
Q1 | $230K | Hold |
992
| – | – | 0.16% | 109 |
|
|
2017
Q4 | $192K | Hold |
992
| – | – | 0.14% | 130 |
|
|
2017
Q3 | $177K | Hold |
992
| – | – | 0.14% | 132 |
|
|
2017
Q2 | $143K | Buy |
992
+304
| +44% | +$43.9K | 0.11% | 154 |
|
|
2017
Q1 | $74.9K | Buy |
688
+17
| +3% | +$1.85K | 0.06% | 208 |
|
|
2016
Q4 | $71.6K | Buy |
671
+455
| +211% | +$48.6K | 0.06% | 213 |
|
|
2016
Q3 | $14.8K | Hold |
216
| – | – | 0.01% | 551 |
|
|
2016
Q2 | $10.2K | Hold |
216
| – | – | 0.01% | 629 |
|
|
2016
Q1 | $7.7K | Buy |
+216
| New | +$7.7K | 0.01% | 656 |
|