CFP
Cascade Financial Partners’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
90,160
-1,748
| -2% | -$276K | 1.71% | 10 |
|
|
2025
Q1 | $9.96M | Buy |
91,908
+4,251
| +5% | +$461K | 1.26% | 14 |
|
|
2024
Q4 | $11.8M | Buy |
87,657
+939
| +1% | +$126K | 1.53% | 10 |
|
|
2024
Q3 | $12.5M | Sell |
86,718
-275
| -0.3% | -$39.5K | 1.56% | 10 |
|
|
2024
Q2 | $10.7M | Buy |
86,993
+78,506
| +925% | +$9.7M | 1.41% | 10 |
|
|
2024
Q1 | $7.48M | Buy |
+8,487
| New | +$7.48M | 1.08% | 17 |
|