Capital 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 | $676K | Sell |
4,276
-3,375
| -44% | -$533K | 0.21% | 39 |
|
|
2025
Q1 | $829K | Buy |
7,651
+47
| +0.6% | +$5.09K | 0.23% | 52 |
|
|
2024
Q4 | $1.02M | Buy |
7,604
+1,099
| +17% | +$148K | 0.27% | 48 |
|
|
2024
Q3 | $790K | Buy |
6,505
+4,280
| +192% | +$520K | 0.22% | 48 |
|
|
2024
Q2 | $275K | Sell |
2,225
-45
| -2% | -$5.56K | 0.08% | 69 |
|
|
2024
Q1 | $205K | Buy |
+2,270
| New | +$205K | 0.07% | 80 |
|
|
2022
Q1 | – | Sell |
-7,000
| Closed | -$206K | – | 69 |
|
|
2021
Q4 | $206K | Buy |
+7,000
| New | +$206K | 0.08% | 67 |
|