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Investment Planning Advisors’s NVIDIA NVDA Stock Holding History

Investment Planning Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$429K Buy
2,712
+342
+14% +$54K 0.15% 53
2025
Q1 		$257K Buy
2,370
+452
+24% +$49K 0.1% 64
2024
Q4 		$258K Sell
1,918
-328
-15% -$44.1K 0.11% 57
2024
Q3 		$278K Hold
2,246
– – 0.14% 54
2024
Q2 		$278K Buy
+2,246
New +$278K 0.14% 54