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 |
|