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Sweet Financial Partners’s NVIDIA NVDA Stock Holding History

Sweet Financial Partners’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.91M Sell
40,429
-1,965
-5% -$232K 1.06% 15
2024
Q2 		$5.24M Buy
42,394
+5,454
+15% +$551K 1.2% 15
2024
Q1 		$3.34M Buy
36,940
+24,550
+198% +$1.78M 0.77% 22
2023
Q4 		$614K Buy
12,390
+490
+4% +$22.7K 0.15% 104
2023
Q3 		$518K Buy
11,900
+170
+1% +$7.62K 0.14% 104
2023
Q2 		$496K Sell
11,730
-360
-3% -$12K 0.13% 110
2023
Q1 		$336K Buy
+12,090
New +$262K 0.09% 131
2022
Q2 		– Sell
-7,720
Closed -$211K – 180
2022
Q1 		$211K Buy
+7,720
New +$194K 0.06% 159

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JP Morgan Chase
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T. Rowe Price Associates
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Morgan Stanley
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Norges Bank
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return