Cherry Tree Wealth Management’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	$1.58M	Sell	9,070 -494	-5%	-$90.6K	0.33%	59
2025 Q4	$1.78M	Buy	9,564 +2,126	+29%	+$396K	0.38%	52
2025 Q3	$1.39M	Sell	7,438 -508	-6%	-$88.5K	0.3%	61
2025 Q2	$1.26M	Sell	7,946 -487	-6%	-$61.3K	0.29%	62
2025 Q1	$914K	Sell	8,433 -731	-8%	-$92.6K	0.22%	73
2024 Q4	$1.23M	Sell	9,164 -256	-3%	-$35.3K	0.3%	59
2024 Q3	$1.14M	Sell	9,420 -499	-5%	-$58.9K	0.27%	66
2024 Q2	$1.23M	Buy	9,919 +3,349	+51%	+$339K	0.31%	60
2024 Q1	$594K	Buy	6,570 +4,440	+208%	+$322K	0.15%	79
2023 Q4	$105K	Buy	2,130 +1,700	+395%	+$78.8K	0.03%	192
2023 Q3	$18.7K	Sell	430 -40	-9%	-$1.79K	0.01%	297
2023 Q2	$19.9K	Buy	+470	New	+$15.6K	0.01%	291