Foundation Wealth Management (Missouri)’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680K Buy
4,305
+1,779
+70% +$281K 0.47% 25
2025
Q1
$274K Buy
2,526
+300
+13% +$32.5K 0.21% 36
2024
Q4
$299K Sell
2,226
-530
-19% -$71.2K 0.23% 35
2024
Q3
$335K Buy
+2,756
New +$335K 0.25% 30
2024
Q1
Sell
-4,370
Closed -$216K 40
2023
Q4
$216K Buy
+4,370
New +$216K 0.19% 33