LifeSteps Financial’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.96M Buy
50,367
+2,391
+5% +$378K 5.47% 3
2025
Q1
$5.2M Sell
47,976
-1,133
-2% -$123K 4.22% 4
2024
Q4
$6.59M Sell
49,109
-4,221
-8% -$567K 5.06% 4
2024
Q3
$6.48M Buy
53,330
+2,627
+5% +$319K 5.07% 4
2024
Q2
$6.26M Buy
50,703
+4,173
+9% +$516K 5.17% 4
2024
Q1
$4.2M Sell
46,530
-190
-0.4% -$17.2K 3.17% 7
2023
Q4
$2.31M Buy
46,720
+1,750
+4% +$86.7K 2.05% 12
2023
Q3
$1.96M Buy
44,970
+810
+2% +$35.2K 1.99% 12
2023
Q2
$1.87M Sell
44,160
-2,150
-5% -$91K 1.85% 12
2023
Q1
$1.29M Sell
46,310
-6,490
-12% -$180K 1.36% 20
2022
Q4
$772K Sell
52,800
-3,310
-6% -$48.4K 0.8% 28
2022
Q3
$681K Buy
56,110
+890
+2% +$10.8K 0.77% 29
2022
Q2
$837K Buy
55,220
+2,900
+6% +$44K 0.87% 24
2022
Q1
$1.43M Sell
52,320
-7,930
-13% -$216K 1.06% 22
2021
Q4
$1.77M Buy
60,250
+230
+0.4% +$6.76K 1.25% 21
2021
Q3
$1.24M Sell
60,020
-1,540
-3% -$31.9K 0.95% 25
2021
Q2
$1.23M Buy
61,560
+8,880
+17% +$178K 0.95% 25
2021
Q1
$703K Buy
52,680
+5,360
+11% +$71.5K 0.59% 31
2020
Q4
$618K Sell
47,320
-800
-2% -$10.4K 0.57% 33
2020
Q3
$651K Buy
48,120
+12,320
+34% +$167K 0.69% 29
2020
Q2
$340K Buy
35,800
+3,240
+10% +$30.8K 0.39% 44
2020
Q1
$215K Buy
+32,560
New +$215K 0.25% 69