LifePlan Investment Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Buy
20,156
+9,226
+84% +$1.46M 1.58% 26
2025
Q1
$1.18M Sell
10,930
-921
-8% -$99.8K 0.68% 43
2024
Q4
$1.59M Buy
11,851
+2,746
+30% +$369K 0.98% 34
2024
Q3
$1.11M Sell
9,105
-136
-1% -$16.5K 0.71% 38
2024
Q2
$1.14M Buy
9,241
+131
+1% +$16.2K 0.82% 35
2024
Q1
$823K Buy
9,110
+210
+2% +$19K 0.66% 36
2023
Q4
$441K Buy
8,900
+570
+7% +$28.2K 0.4% 45
2023
Q3
$362K Buy
8,330
+600
+8% +$26.1K 0.39% 44
2023
Q2
$327K Buy
+7,730
New +$327K 0.37% 43