SW
SVB Wealth’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2M | Sell |
241,794
-146,378
| -38% | -$23.1M | 2.05% | 9 |
|
|
2025
Q1 | $42.1M | Buy |
388,172
+23,630
| +6% | +$2.56M | 1.73% | 9 |
|
|
2024
Q4 | $49M | Buy |
+364,542
| New | +$49M | 0.91% | 13 |
|
|
2024
Q3 | – | Sell |
-320,196
| Closed | -$39.6M | – | 408 |
|
|
2024
Q2 | $39.6M | Buy |
320,196
+288,996
| +926% | +$35.7M | 0.98% | 15 |
|
|
2024
Q1 | $28.2M | Sell |
31,200
-5,119
| -14% | -$4.63M | 0.63% | 31 |
|
|
2023
Q4 | $18M | Buy |
36,319
+6,376
| +21% | +$3.16M | 0.44% | 54 |
|
|
2023
Q3 | $13M | Buy |
29,943
+687
| +2% | +$299K | 0.29% | 87 |
|
|
2023
Q2 | $12.4M | Sell |
29,256
-5,615
| -16% | -$2.38M | 0.22% | 102 |
|
|
2023
Q1 | $9.69M | Sell |
34,871
-11,774
| -25% | -$3.27M | 0.14% | 126 |
|
|
2022
Q4 | $6.82M | Buy |
46,645
+4,191
| +10% | +$612K | 0.09% | 152 |
|
|
2022
Q3 | $5.15M | Buy |
42,454
+9,530
| +29% | +$1.16M | 0.08% | 166 |
|
|
2022
Q2 | $4.99M | Buy |
32,924
+4,073
| +14% | +$617K | 0.08% | 151 |
|
|
2022
Q1 | $7.87M | Buy |
28,851
+2,537
| +10% | +$692K | 0.11% | 126 |
|
|
2021
Q4 | $7.74M | Sell |
26,314
-3,264
| -11% | -$960K | 0.13% | 121 |
|
|
2021
Q3 | $6.13M | Buy |
29,578
+22,904
| +343% | +$4.74M | 0.08% | 152 |
|
|
2021
Q2 | $5.34M | Buy |
6,674
+444
| +7% | +$355K | 0.07% | 164 |
|
|
2021
Q1 | $3.33M | Sell |
6,230
-503
| -7% | -$269K | 0.05% | 191 |
|
|
2020
Q4 | $3.52M | Buy |
6,733
+1,043
| +18% | +$545K | 0.05% | 187 |
|
|
2020
Q3 | $3.08M | Buy |
5,690
+2,251
| +65% | +$1.22M | 0.05% | 181 |
|
|
2020
Q2 | $1.31M | Sell |
3,439
-310
| -8% | -$118K | 0.02% | 240 |
|
|
2020
Q1 | $988K | Sell |
3,749
-1,533
| -29% | -$404K | 0.02% | 234 |
|
|
2019
Q4 | $1.24M | Buy |
5,282
+1,680
| +47% | +$395K | 0.02% | 269 |
|
|
2019
Q3 | $627K | Buy |
3,602
+234
| +7% | +$40.7K | 0.01% | 344 |
|
|
2019
Q2 | $553K | Buy |
3,368
+189
| +6% | +$31K | 0.02% | 370 |
|
|
2019
Q1 | $571K | Sell |
3,179
-2,022
| -39% | -$363K | 0.02% | 285 |
|
|
2018
Q4 | $695K | Buy |
5,201
+689
| +15% | +$92.1K | 0.03% | 254 |
|
|
2018
Q3 | $1.27M | Sell |
4,512
-410
| -8% | -$115K | 0.04% | 224 |
|
|
2018
Q2 | $1.17M | Buy |
4,922
+1,933
| +65% | +$458K | 0.04% | 233 |
|
|
2018
Q1 | $692K | Buy |
2,989
+62
| +2% | +$14.4K | 0.03% | 314 |
|
|
2017
Q4 | $566K | Sell |
2,927
-1,621
| -36% | -$313K | 0.02% | 334 |
|
|
2017
Q3 | $813K | Buy |
4,548
+2,435
| +115% | +$435K | 0.03% | 286 |
|
|
2017
Q2 | $305K | Buy |
+2,113
| New | +$305K | 0.01% | 404 |
|