Beacon Financial Planning’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
13,190
+118
| +0.9% | +$18.6K | 1.16% | 18 |
|
|
2025
Q1 | $1.42M | Buy |
13,072
+44
| +0.3% | +$4.77K | 0.81% | 21 |
|
|
2024
Q4 | $1.75M | Buy |
13,028
+2,183
| +20% | +$293K | 1.02% | 17 |
|
|
2024
Q3 | $1.32M | Buy |
10,845
+381
| +4% | +$46.3K | 0.81% | 18 |
|
|
2024
Q2 | $1.29M | Sell |
10,464
-1,266
| -11% | -$156K | 0.88% | 17 |
|
|
2024
Q1 | $1.06M | Buy |
11,730
+1,670
| +17% | +$151K | 0.74% | 17 |
|
|
2023
Q4 | $498K | Buy |
10,060
+1,820
| +22% | +$90.1K | 0.39% | 22 |
|
|
2023
Q3 | $358K | Hold |
8,240
| – | – | 0.31% | 22 |
|
|
2023
Q2 | $348K | Hold |
8,240
| – | – | 0.3% | 20 |
|
|
2023
Q1 | $229K | Buy |
+8,240
| New | +$229K | 0.21% | 24 |
|