Compass Advisory Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Sell
3,671
-33
-0.9% -$5.21K 0.18% 53
2025
Q1
$401K Buy
3,704
+612
+20% +$66.3K 0.14% 62
2024
Q4
$415K Buy
3,092
+3
+0.1% +$403 0.15% 59
2024
Q3
$375K Sell
3,089
-3,511
-53% -$426K 0.15% 59
2024
Q2
$815K Hold
6,600
0.36% 36
2024
Q1
$596K Hold
6,600
0.26% 47
2023
Q4
$327K Sell
6,600
-160
-2% -$7.92K 0.16% 56
2023
Q3
$294K Sell
6,760
-1,000
-13% -$43.5K 0.15% 60
2023
Q2
$328K Buy
+7,760
New +$328K 0.17% 56