Compass Advisory Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$580K Sell
2025
Q1
$401K Buy
2024
Q4
$415K Buy
2024
Q3
$375K Sell
2024
Q2
$815K Hold
2024
Q1
$596K Hold
2023
Q4
$327K Sell
2023
Q3
$294K Sell
2023
Q2
$328K Buy