MPS Loria Financial Planners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
11,801
-2,235
| -16% | -$353K | 0.55% | 17 |
|
|
2025
Q1 | $1.52M | Buy |
14,036
+165
| +1% | +$17.9K | 0.45% | 19 |
|
|
2024
Q4 | $1.86M | Buy |
13,871
+1,103
| +9% | +$148K | 0.55% | 16 |
|
|
2024
Q3 | $1.55M | Buy |
12,768
+960
| +8% | +$117K | 0.46% | 18 |
|
|
2024
Q2 | $1.46M | Buy |
11,808
+3,268
| +38% | +$404K | 0.47% | 19 |
|
|
2024
Q1 | $772K | Buy |
8,540
+160
| +2% | +$14.5K | 0.26% | 31 |
|
|
2023
Q4 | $415K | Buy |
8,380
+120
| +1% | +$5.94K | 0.15% | 42 |
|
|
2023
Q3 | $359K | Sell |
8,260
-3,560
| -30% | -$155K | 0.14% | 45 |
|
|
2023
Q2 | $500K | Buy |
+11,820
| New | +$500K | 0.19% | 38 |
|
|
2021
Q2 | – | Sell |
-1,840
| Closed | -$24K | – | 424 |
|
|
2021
Q1 | $24K | Hold |
1,840
| – | – | 0.01% | 222 |
|
|
2020
Q4 | $24K | Sell |
1,840
-42,760
| -96% | -$558K | 0.01% | 218 |
|
|
2020
Q3 | $603K | Hold |
44,600
| – | – | 0.31% | 27 |
|
|
2020
Q2 | $423K | Buy |
44,600
+40
| +0.1% | +$379 | 0.23% | 32 |
|
|
2020
Q1 | $293K | Buy |
44,560
+40
| +0.1% | +$263 | 0.23% | 42 |
|
|
2019
Q4 | $261K | Buy |
+44,520
| New | +$261K | 0.15% | 64 |
|
|
2019
Q2 | – | Sell |
-46,920
| Closed | -$211K | – | 75 |
|
|
2019
Q1 | $211K | Buy |
+46,920
| New | +$211K | 0.14% | 67 |
|
|
2018
Q4 | – | Sell |
-46,000
| Closed | -$323K | – | 76 |
|
|
2018
Q3 | $323K | Buy |
46,000
+1,720
| +4% | +$12.1K | 0.2% | 49 |
|
|
2018
Q2 | $262K | Buy |
44,280
+6,760
| +18% | +$40K | 0.26% | 56 |
|
|
2018
Q1 | $217K | Sell |
37,520
-5,000
| -12% | -$28.9K | 0.15% | 66 |
|
|
2017
Q4 | $206K | Buy |
+42,520
| New | +$206K | 0.14% | 74 |
|
|
2017
Q3 | – | Sell |
-42,440
| Closed | -$177K | – | 257 |
|
|
2017
Q2 | $177K | Buy |
+42,440
| New | +$177K | 0.12% | 78 |
|