Journey Strategic Wealth’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31M Buy
196,434
+87,109
+80% +$13.8M 1.01% 7
2025
Q1
$11.8M Buy
109,325
+16,088
+17% +$1.74M 0.41% 20
2024
Q4
$12.5M Buy
93,237
+3,946
+4% +$530K 0.47% 19
2024
Q3
$10.8M Buy
89,291
+15,431
+21% +$1.87M 0.4% 19
2024
Q2
$9.12M Buy
73,860
+3,630
+5% +$448K 0.39% 16
2024
Q1
$6.35M Buy
70,230
+13,730
+24% +$1.24M 0.28% 19
2023
Q4
$2.8M Sell
56,500
-8,980
-14% -$445K 0.13% 31
2023
Q3
$2.85M Sell
65,480
-12,270
-16% -$534K 0.14% 26
2023
Q2
$3.29M Buy
77,750
+6,390
+9% +$270K 0.15% 25
2023
Q1
$1.98M Buy
71,360
+10,410
+17% +$289K 0.21% 35
2022
Q4
$891K Buy
60,950
+8,470
+16% +$124K 0.1% 63
2022
Q3
$637K Sell
52,480
-13,980
-21% -$170K 0.09% 56
2022
Q2
$1.01M Buy
66,460
+12,550
+23% +$190K 0.13% 38
2022
Q1
$1.47M Buy
53,910
+3,870
+8% +$106K 0.16% 19
2021
Q4
$1.47M Buy
+50,040
New +$1.47M 0.15% 34