Sweet Financial Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.91M | Sell |
40,429
-1,965
| -5% | -$239K | 1.06% | 15 |
|
|
2024
Q2 | $5.24M | Buy |
42,394
+5,454
| +15% | +$674K | 1.2% | 15 |
|
|
2024
Q1 | $3.34M | Buy |
36,940
+24,550
| +198% | +$2.22M | 0.77% | 22 |
|
|
2023
Q4 | $614K | Buy |
12,390
+490
| +4% | +$24.3K | 0.15% | 104 |
|
|
2023
Q3 | $518K | Buy |
11,900
+170
| +1% | +$7.4K | 0.14% | 104 |
|
|
2023
Q2 | $496K | Sell |
11,730
-360
| -3% | -$15.2K | 0.13% | 108 |
|
|
2023
Q1 | $336K | Buy |
+12,090
| New | +$336K | 0.09% | 131 |
|
|
2022
Q2 | – | Sell |
-7,720
| Closed | -$211K | – | 180 |
|
|
2022
Q1 | $211K | Buy |
+7,720
| New | +$211K | 0.06% | 159 |
|