Luminvest Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+1,465
New +$231K 0.08% 36
2024
Q4
Sell
-2,290
Closed -$278K 34
2024
Q3
$278K Hold
2,290
0.12% 29
2024
Q2
$257K Sell
2,290
-14,210
-86% -$1.6M 0.12% 30
2024
Q1
$204K Buy
+16,500
New +$204K 0.13% 22