Investments & Financial Planning LLC’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
24,219
+182
| +0.8% | +$28.8K | 2.2% | 9 |
|
|
2025
Q1 | $2.61M | Buy |
24,037
+1,005
| +4% | +$109K | 1.69% | 10 |
|
|
2024
Q4 | $3.09M | Hold |
23,032
| – | – | 1.91% | 9 |
|
|
2024
Q3 | $2.8M | Hold |
23,032
| – | – | 1.77% | 9 |
|
|
2024
Q2 | $2.85M | Buy |
23,032
+242
| +1% | +$29.9K | 1.91% | 9 |
|
|
2024
Q1 | $2.06M | Hold |
22,790
| – | – | 1.41% | 10 |
|
|
2023
Q4 | $1.13M | Sell |
22,790
-650
| -3% | -$32.2K | 0.85% | 14 |
|
|
2023
Q3 | $1.02M | Hold |
23,440
| – | – | 0.91% | 18 |
|
|
2023
Q2 | $992K | Sell |
23,440
-4,330
| -16% | -$183K | 0.86% | 19 |
|
|
2023
Q1 | $771K | Hold |
27,770
| – | – | 0.71% | 20 |
|
|
2022
Q4 | $406K | Buy |
+27,770
| New | +$406K | 0.4% | 28 |
|
|
2022
Q2 | $363K | Buy |
23,930
+9,200
| +62% | +$140K | 0.37% | 26 |
|
|
2022
Q1 | $402K | Buy |
14,730
+5,140
| +54% | +$140K | 0.35% | 24 |
|
|
2021
Q4 | $248K | Buy |
+9,590
| New | +$248K | 0.22% | 31 |
|