FP
Fiduciary Planning’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
17,781
-6,267
| -26% | -$990K | 0.93% | 22 |
|
|
2025
Q1 | $2.61M | Buy |
24,048
+3,115
| +15% | +$338K | 0.86% | 21 |
|
|
2024
Q4 | $2.81M | Buy |
20,933
+7,573
| +57% | +$1.02M | 0.91% | 21 |
|
|
2024
Q3 | $1.62M | Buy |
13,360
+1,157
| +9% | +$141K | 0.55% | 27 |
|
|
2024
Q2 | $1.51M | Buy |
12,203
+10,889
| +829% | +$1.35M | 0.54% | 27 |
|
|
2024
Q1 | $1.19M | Buy |
1,314
+283
| +27% | +$256K | 0.45% | 28 |
|
|
2023
Q4 | $511K | Buy |
+1,031
| New | +$511K | 0.22% | 39 |
|
|
2023
Q2 | – | Sell |
-777
| Closed | -$216K | – | 44 |
|
|
2023
Q1 | $216K | Sell |
777
-5,385
| -87% | -$1.49M | 0.1% | 42 |
|
|
2022
Q4 | $900K | Buy |
6,162
+321
| +5% | +$46.9K | 0.44% | 29 |
|
|
2022
Q3 | $709K | Buy |
5,841
+90
| +2% | +$10.9K | 0.36% | 27 |
|
|
2022
Q2 | $872K | Buy |
5,751
+1,623
| +39% | +$246K | 0.43% | 25 |
|
|
2022
Q1 | $1.13M | Buy |
4,128
+203
| +5% | +$55.4K | 0.62% | 14 |
|
|
2021
Q4 | $1.15M | Sell |
3,925
-269
| -6% | -$79.1K | 0.65% | 13 |
|
|
2021
Q3 | $869K | Buy |
4,194
+3,627
| +640% | +$752K | 0.46% | 29 |
|
|
2021
Q2 | $454K | Buy |
+567
| New | +$454K | 0.39% | 46 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$1K | – | 275 |
|
|
2020
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 224 |
|
|
2020
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 183 |
|