Meredith Wealth Planning’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
4,956
+125
+3% +$19.8K 0.28% 34
2025
Q1
$524K Sell
4,831
-1,077
-18% -$117K 0.23% 34
2024
Q4
$793K Buy
5,908
+698
+13% +$93.7K 0.35% 31
2024
Q3
$633K Sell
5,210
-71
-1% -$8.62K 0.3% 31
2024
Q2
$652K Sell
5,281
-29
-0.5% -$3.58K 0.34% 28
2024
Q1
$480K Sell
5,310
-90
-2% -$8.13K 0.27% 30
2023
Q4
$267K Sell
5,400
-1,510
-22% -$74.8K 0.17% 38
2023
Q3
$301K Buy
6,910
+1,120
+19% +$48.7K 0.22% 32
2023
Q2
$245K Buy
+5,790
New +$245K 0.2% 34