MSFP
Mark Sheptoff Financial Planning’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
20,065
-3,898
| -16% | -$616K | 1.69% | 15 |
|
|
2025
Q1 | $2.6M | Buy |
23,963
+2,063
| +9% | +$224K | 1.43% | 17 |
|
|
2024
Q4 | $2.94M | Buy |
21,900
+4,001
| +22% | +$537K | 1.58% | 15 |
|
|
2024
Q3 | $2.17M | Buy |
17,899
+1,869
| +12% | +$227K | 1.16% | 19 |
|
|
2024
Q2 | $1.98M | Buy |
16,030
+14,133
| +745% | +$1.75M | 1.11% | 18 |
|
|
2024
Q1 | $1.71M | Buy |
1,897
+10
| +0.5% | +$9.04K | 0.95% | 23 |
|
|
2023
Q4 | $934K | Buy |
1,887
+375
| +25% | +$186K | 0.56% | 32 |
|
|
2023
Q3 | $658K | Sell |
1,512
-275
| -15% | -$120K | 0.42% | 40 |
|
|
2023
Q2 | $756K | Buy |
1,787
+375
| +27% | +$159K | 0.43% | 41 |
|
|
2023
Q1 | $392K | Buy |
1,412
+12
| +0.9% | +$3.33K | 0.23% | 67 |
|
|
2022
Q4 | $205K | Hold |
1,400
| – | – | 0.12% | 89 |
|
|
2022
Q3 | $170K | Sell |
1,400
-450
| -24% | -$54.6K | 0.1% | 91 |
|
|
2022
Q2 | $280K | Sell |
1,850
-650
| -26% | -$98.4K | 0.16% | 80 |
|
|
2022
Q1 | $682K | Sell |
2,500
-745
| -23% | -$203K | 0.34% | 53 |
|
|
2021
Q4 | $954K | Buy |
3,245
+25
| +0.8% | +$7.35K | 0.46% | 41 |
|
|
2021
Q3 | $667K | Buy |
3,220
+2,440
| +313% | +$505K | 0.37% | 52 |
|
|
2021
Q2 | $624K | Buy |
780
+405
| +108% | +$324K | 0.33% | 57 |
|
|
2021
Q1 | $200K | Sell |
375
-150
| -29% | -$80K | 0.11% | 95 |
|
|
2020
Q4 | $274K | Sell |
525
-150
| -22% | -$78.3K | 0.16% | 83 |
|
|
2020
Q3 | $365K | Sell |
675
-250
| -27% | -$135K | 0.22% | 65 |
|
|
2020
Q2 | $351K | Sell |
925
-200
| -18% | -$75.9K | 0.23% | 68 |
|
|
2020
Q1 | $297K | Buy |
1,125
+275
| +32% | +$72.6K | 0.22% | 65 |
|
|
2019
Q4 | $200K | Buy |
850
+500
| +143% | +$118K | 0.13% | 93 |
|
|
2019
Q3 | $61K | Hold |
350
| – | – | 0.04% | 136 |
|
|
2019
Q2 | $57K | Hold |
350
| – | – | 0.04% | 145 |
|
|
2019
Q1 | $63K | Hold |
350
| – | – | 0.05% | 135 |
|
|
2018
Q4 | $47K | Hold |
350
| – | – | 0.04% | 139 |
|
|
2018
Q3 | $98K | Hold |
350
| – | – | 0.07% | 130 |
|
|
2018
Q2 | $83K | Hold |
350
| – | – | 0.06% | 131 |
|
|
2018
Q1 | $81K | Hold |
350
| – | – | 0.06% | 142 |
|
|
2017
Q4 | $68K | Buy |
350
+200
| +133% | +$38.9K | 0.04% | 161 |
|
|
2017
Q3 | $27K | Hold |
150
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $22K | Sell |
150
-1
| -0.7% | -$147 | 0.02% | 221 |
|
|
2017
Q1 | $16K | Buy |
+151
| New | +$16K | 0.01% | 249 |
|