Litman Gregory Wealth Management’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.43M	Buy	13,005 +10,505	+420%	+$1.96M	0.18%	58
2025 Q3	$466K	Sell	2,500 -60	-2%	-$10.5K	0.03%	101
2025 Q2	$404K	Sell	2,560 -1,925	-43%	-$242K	0.03%	104
2025 Q1	$486K	Buy	4,485 +1,150	+34%	+$146K	0.04%	90
2024 Q4	$448K	Buy	3,335 +650	+24%	+$89.6K	0.04%	89
2024 Q3	$326K	Buy	+2,685	New	+$317K	0.03%	111
2023 Q2	–	Sell	-7,540	Closed	-$209K	–	104
2023 Q1	$209K	Buy	+7,540	New	+$163K	0.08%	39
2021 Q2	–	Sell	-4,000	Closed	-$53K	–	148
2021 Q1	$53K	Hold	4,000	–	–	0.01%	98
2020 Q4	$52K	Buy	+4,000	New	+$53.6K	0.01%	96
2018 Q2	–	Sell	-30,000	Closed	-$174K	–	146
2018 Q1	$174K	Buy	+30,000	New	+$176K	0.07%	36