Capital Planning Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.6M | Sell |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $9.77M | Buy |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.71M | Sell |
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|
2024
Q1 | $7.47M | Sell |
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|
2023
Q4 | $4.09M | Sell |
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|
2023
Q3 | $3.82M | Buy |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $3.88M | Sell |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $2.66M | Sell |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $373K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.16M | Buy |
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