Optimist Retirement Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
2,455
+185
+8% +$29.2K 0.19% 60
2025
Q1
$246K Buy
2,270
+316
+16% +$34.2K 0.12% 87
2024
Q4
$262K Sell
1,954
-37
-2% -$4.97K 0.12% 80
2024
Q3
$242K Buy
1,991
+72
+4% +$8.74K 0.11% 101
2024
Q2
$237K Sell
1,919
-1,571
-45% -$194K 0.12% 79
2024
Q1
$315K Buy
+3,490
New +$315K 0.16% 60