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 |
|