FWP
Falcon Wealth Planning’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
45,369
+4,399
| +11% | +$695K | 0.72% | 21 |
|
|
2025
Q1 | $4.44M | Buy |
40,970
+2,913
| +8% | +$316K | 0.49% | 24 |
|
|
2024
Q4 | $5.11M | Buy |
38,057
+4,269
| +13% | +$573K | 0.57% | 24 |
|
|
2024
Q3 | $4.1M | Sell |
33,788
-1,717
| -5% | -$209K | 0.48% | 27 |
|
|
2024
Q2 | $4.39M | Buy |
35,505
+34,373
| +3,036% | +$4.25M | 0.57% | 24 |
|
|
2024
Q1 | $1.02M | Buy |
1,132
+30
| +3% | +$27.1K | 0.16% | 53 |
|
|
2023
Q4 | $546K | Buy |
1,102
+275
| +33% | +$136K | 0.1% | 66 |
|
|
2023
Q3 | $360K | Buy |
827
+25
| +3% | +$10.9K | 0.08% | 73 |
|
|
2023
Q2 | $339K | Buy |
+802
| New | +$339K | 0.08% | 77 |
|