Capstone Wealth Management Group (Oregon)’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.49M Sell
28,417
-730
-3% -$115K 3.27% 7
2025
Q1
$3.16M Buy
29,147
+148
+0.5% +$16K 2.52% 11
2024
Q4
$3.89M Buy
+28,999
New +$3.89M 2.96% 8