Peak Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
3,047
-27,351
| -90% | -$4.32M | 0.25% | 68 |
|
|
2025
Q1 | $3.29M | Buy |
30,398
+27,169
| +841% | +$2.94M | 1.68% | 13 |
|
|
2024
Q4 | $434K | Buy |
3,229
+118
| +4% | +$15.8K | 0.23% | 62 |
|
|
2024
Q3 | $378K | Sell |
3,111
-7
| -0.2% | -$850 | 0.19% | 65 |
|
|
2024
Q2 | $385K | Sell |
3,118
-322
| -9% | -$39.8K | 0.22% | 63 |
|
|
2024
Q1 | $311K | Buy |
+3,440
| New | +$311K | 0.19% | 65 |
|
|
2022
Q1 | – | Sell |
-7,200
| Closed | -$212K | – | 100 |
|
|
2021
Q4 | $212K | Buy |
+7,200
| New | +$212K | 0.16% | 71 |
|