Capital Wealth Planning’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101M | Buy |
581,100
+221,452
| +62% | +$40.6M | 0.56% | 28 |
|
|
2025
Q4 | $67.1M | Buy |
359,648
+150,410
| +72% | +$28M | 0.43% | 28 |
|
|
2025
Q3 | $39M | Buy |
209,238
+139,139
| +198% | +$24.3M | 0.28% | 28 |
|
|
2025
Q2 | $11.1M | Buy |
70,099
+37,605
| +116% | +$4.73M | 0.09% | 33 |
|
|
2025
Q1 | $3.52M | Buy |
32,494
+16,475
| +103% | +$2.09M | 0.03% | 60 |
|
|
2024
Q4 | $2.15M | Sell |
16,019
-9,163
| -36% | -$1.26M | 0.02% | 69 |
|
|
2024
Q3 | $3.06M | Buy |
25,182
+14,195
| +129% | +$1.68M | 0.03% | 56 |
|
|
2024
Q2 | $1.36M | Sell |
10,987
-393
| -3% | -$39.7K | 0.01% | 88 |
|
|
2024
Q1 | $1.03M | Sell |
11,380
-130
| -1% | -$9.42K | 0.01% | 87 |
|
|
2023
Q4 | $570K | Buy |
11,510
+6,710
| +140% | +$311K | 0.01% | 108 |
|
|
2023
Q3 | $209K | Hold |
4,800
| – | – | ﹤0.01% | 135 |
|
|
2023
Q2 | $203K | Sell |
4,800
-40,000
| -89% | -$1.33M | ﹤0.01% | 131 |
|
|
2023
Q1 | $1.24M | Sell |
44,800
-37,660
| -46% | -$815K | 0.02% | 46 |
|
|
2022
Q4 | $1.21M | Buy |
82,460
+3,330
| +4% | +$48.8K | 0.02% | 52 |
|
|
2022
Q3 | $961K | Buy |
79,130
+8,950
| +13% | +$141K | 0.02% | 51 |
|
|
2022
Q2 | $1.06M | Buy |
70,180
+31,760
| +83% | +$599K | 0.02% | 47 |
|
|
2022
Q1 | $1.05M | Sell |
38,420
-25,070
| -39% | -$629K | 0.02% | 50 |
|
|
2021
Q4 | $1.87M | Buy |
63,490
+51,660
| +437% | +$1.42M | 0.04% | 39 |
|
|
2021
Q3 | $245K | Sell |
11,830
-4,730
| -29% | -$98.2K | 0.01% | 98 |
|
|
2021
Q2 | $331K | Sell |
16,560
-24,600
| -60% | -$394K | 0.01% | 95 |
|
|
2021
Q1 | $549K | Sell |
41,160
-17,440
| -30% | -$234K | 0.02% | 67 |
|
|
2020
Q4 | $804K | Sell |
58,600
-32,920
| -36% | -$441K | 0.03% | 56 |
|
|
2020
Q3 | $1.24M | Sell |
91,520
-7,520
| -8% | -$87.5K | 0.06% | 45 |
|
|
2020
Q2 | $940K | Sell |
99,040
-130,000
| -57% | -$1.05M | 0.05% | 49 |
|
|
2020
Q1 | $1.51M | Sell |
229,040
-117,040
| -34% | -$738K | 0.1% | 56 |
|
|
2019
Q4 | $2.04M | Buy |
346,080
+23,840
| +7% | +$124K | 0.12% | 52 |
|
|
2019
Q3 | $1.59M | Sell |
322,240
-91,920
| -22% | -$387K | 0.1% | 61 |
|
|
2019
Q2 | $1.7M | Buy |
414,160
+214,160
| +107% | +$888K | 0.12% | 54 |
|
|
2019
Q1 | $898K | Hold |
200,000
| – | – | 0.59% | 32 |
|
|
2018
Q4 | $668K | Buy |
+200,000
| New | +$957K | 0.44% | 38 |
|
|
2018
Q3 | – | Sell |
-200,000
| Closed | -$1.19M | – | 109 |
|
|
2018
Q2 | $1.19M | Hold |
200,000
| – | – | 0.83% | 30 |
|
|
2018
Q1 | $1.16M | Buy |
+200,000
| New | +$1.17M | 0.81% | 24 |
|
|
2016
Q1 | – | Sell |
-626,800
| Closed | -$516K | – | 100 |
|
|
2015
Q4 | $516K | Buy |
+626,800
| New | +$472K | 0.48% | 44 |
|
Other funds holding NVDA
VCM
VPM
