AllGen Financial Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
+1,550
New +$245K 0.07% 38
2025
Q1
Sell
-1,540
Closed -$207K 42
2024
Q4
$207K Buy
+1,540
New +$207K 0.07% 37
2024
Q2
Sell
-2,750
Closed -$248K 41
2024
Q1
$248K Buy
+2,750
New +$248K 0.1% 34