Essential 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 | $413K | Sell |
2,613
-3,958
| -60% | -$625K | 0.15% | 53 |
|
|
2025
Q1 | $712K | Sell |
6,571
-83,606
| -93% | -$9.06M | 0.29% | 36 |
|
|
2024
Q4 | $12.3M | Buy |
90,177
+83,603
| +1,272% | +$11.4M | 0.08% | 73 |
|
|
2024
Q3 | $798K | Buy |
6,574
+517
| +9% | +$62.8K | 0.33% | 30 |
|
|
2024
Q2 | $748K | Buy |
+6,057
| New | +$748K | 0.33% | 30 |
|