SP
SWS Partners’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.77M | Sell |
55,499
-3,732
| -6% | -$590K | 2.37% | 7 |
|
2025
Q1 | $6.42M | Buy |
59,231
+414
| +0.7% | +$44.9K | 2.11% | 8 |
|
2024
Q4 | $7.9M | Buy |
58,817
+4,878
| +9% | +$655K | 2.39% | 6 |
|
2024
Q3 | $6.55M | Buy |
53,939
+1
| +0% | +$121 | 2.09% | 9 |
|
2024
Q2 | $6.66M | Buy |
53,938
+47,970
| +804% | +$5.93M | 1.99% | 8 |
|
2024
Q1 | $5.39M | Buy |
5,968
+620
| +12% | +$560K | 1.61% | 12 |
|
2023
Q4 | $2.65M | Hold |
5,348
| – | – | 0.86% | 40 |
|
2023
Q3 | $2.33M | Buy |
5,348
+1
| +0% | +$435 | 0.86% | 44 |
|
2023
Q2 | $2.26M | Hold |
5,347
| – | – | 0.82% | 53 |
|
2023
Q1 | $1.49M | Buy |
+5,347
| New | +$1.49M | 0.55% | 76 |
|
2022
Q4 | – | Sell |
-6,467
| Closed | -$785K | – | 96 |
|
2022
Q3 | $785K | Buy |
6,467
+1
| +0% | +$121 | 0.36% | 86 |
|
2022
Q2 | $980K | Sell |
6,466
-1
| -0% | -$152 | 0.83% | 56 |
|
2022
Q1 | $1.77M | Sell |
6,467
-132
| -2% | -$36K | 1.15% | 44 |
|
2021
Q4 | $1.94M | Sell |
6,599
-39
| -0.6% | -$11.5K | 1.1% | 46 |
|
2021
Q3 | $1.38M | Buy |
6,638
+4,979
| +300% | +$1.03M | 0.85% | 61 |
|
2021
Q2 | $1.33M | Hold |
1,659
| – | – | 0.86% | 65 |
|
2021
Q1 | $886K | Hold |
1,659
| – | – | 0.61% | 72 |
|
2020
Q4 | $866K | Sell |
1,659
-3,416
| -67% | -$1.78M | 0.39% | 91 |
|
2020
Q3 | $2.75M | Buy |
5,075
+2,265
| +81% | +$1.23M | 1.38% | 13 |
|
2020
Q2 | $1.19M | Sell |
2,810
-1,328
| -32% | -$564K | 1.52% | 23 |
|
2020
Q1 | $1.09M | Buy |
+4,138
| New | +$1.09M | 0.78% | 43 |
|
2019
Q3 | $764K | Sell |
3,740
-223
| -6% | -$45.6K | 0.45% | 62 |
|
2019
Q2 | $674K | Buy |
+3,963
| New | +$674K | 0.43% | 64 |
|
2018
Q4 | $334K | Sell |
2,501
-715
| -22% | -$95.5K | 0.25% | 73 |
|
2018
Q3 | $904K | Buy |
3,216
+70
| +2% | +$19.7K | 0.57% | 53 |
|
2018
Q2 | $745K | Buy |
3,146
+622
| +25% | +$147K | 0.52% | 56 |
|
2018
Q1 | $558K | Buy |
2,524
+6
| +0.2% | +$1.33K | 0.41% | 53 |
|
2017
Q4 | $487K | Buy |
+2,518
| New | +$487K | 0.37% | 52 |
|