Holistic 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 | $2.42M | Buy |
15,292
+1,955
| +15% | +$309K | 0.69% | 27 |
|
|
2025
Q1 | $1.45M | Buy |
13,337
+275
| +2% | +$29.8K | 0.49% | 38 |
|
|
2024
Q4 | $1.75M | Buy |
13,062
+729
| +6% | +$97.9K | 0.64% | 35 |
|
|
2024
Q3 | $1.5M | Buy |
12,333
+11,061
| +870% | +$1.34M | 0.63% | 33 |
|
|
2024
Q2 | $1.15M | Sell |
1,272
-11,448
| -90% | -$10.3M | 0.88% | 37 |
|
|
2024
Q1 | $1.15M | Sell |
12,720
-170
| -1% | -$15.4K | 0.88% | 38 |
|
|
2023
Q4 | $638K | Buy |
+12,890
| New | +$638K | 0.54% | 50 |
|