Lutz Financial Services’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
10,670
-103
-1% -$16.3K 0.13% 53
2025
Q1
$1.17M Sell
10,773
-769
-7% -$83.3K 0.1% 56
2024
Q4
$1.55M Buy
11,542
+845
+8% +$113K 0.13% 53
2024
Q3
$1.3M Buy
10,697
+1,191
+13% +$145K 0.11% 54
2024
Q2
$1.17M Buy
9,506
+2,376
+33% +$294K 0.1% 55
2024
Q1
$644K Buy
7,130
+720
+11% +$65.1K 0.06% 67
2023
Q4
$317K Sell
6,410
-1,020
-14% -$50.5K 0.03% 72
2023
Q3
$323K Buy
7,430
+440
+6% +$19.1K 0.04% 67
2023
Q2
$296K Buy
+6,990
New +$296K 0.03% 69