Center for Financial 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 | $1.33M | Buy |
8,429
+367
| +5% | +$58K | 0.15% | 53 |
|
|
2025
Q1 | $874K | Buy |
8,062
+1,269
| +19% | +$138K | 0.11% | 65 |
|
|
2024
Q4 | $912K | Buy |
6,793
+966
| +17% | +$130K | 0.12% | 59 |
|
|
2024
Q3 | $708K | Buy |
5,827
+154
| +3% | +$18.7K | 0.1% | 72 |
|
|
2024
Q2 | $701K | Buy |
5,673
+153
| +3% | +$18.9K | 0.1% | 68 |
|
|
2024
Q1 | $499K | Buy |
5,520
+1,080
| +24% | +$97.6K | 0.07% | 88 |
|
|
2023
Q4 | $220K | Hold |
4,440
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $193K | Sell |
4,440
-200
| -4% | -$8.7K | 0.04% | 133 |
|
|
2023
Q2 | $196K | Hold |
4,640
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $129K | Sell |
4,640
-1,000
| -18% | -$27.8K | 0.03% | 148 |
|
|
2022
Q4 | $82.4K | Buy |
5,640
+1,000
| +22% | +$14.6K | 0.02% | 177 |
|
|
2022
Q3 | $56K | Buy |
4,640
+120
| +3% | +$1.45K | 0.01% | 202 |
|
|
2022
Q2 | $69K | Buy |
4,520
+2,200
| +95% | +$33.6K | 0.02% | 192 |
|
|
2022
Q1 | $63K | Hold |
2,320
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $68K | Buy |
2,320
+40
| +2% | +$1.17K | 0.01% | 205 |
|
|
2021
Q3 | $47K | Buy |
2,280
+920
| +68% | +$19K | 0.01% | 226 |
|
|
2021
Q2 | $27K | Hold |
1,360
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $18K | Hold |
1,360
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $18K | Hold |
1,360
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $18K | Hold |
1,360
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $13K | Sell |
1,360
-1,200
| -47% | -$11.5K | ﹤0.01% | 292 |
|
|
2020
Q1 | $17K | Hold |
2,560
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $15K | Buy |
+2,560
| New | +$15K | ﹤0.01% | 286 |
|