Compass Planning Associates’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.4K Hold
490
0.07% 49
2025
Q1
$53.1K Sell
490
-400
-45% -$43.4K 0.05% 55
2024
Q4
$120K Buy
+890
New +$120K 0.12% 42