Philip James Wealth Mangement’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
11,488
-2,317
-17% -$366K 0.23% 69
2025
Q1
$1.5M Sell
13,805
-4,678
-25% -$507K 0.18% 70
2024
Q4
$2.48M Buy
18,483
+634
+4% +$85.1K 0.32% 57
2024
Q3
$2.17M Buy
17,849
+415
+2% +$50.4K 0.27% 55
2024
Q2
$2.15M Buy
17,434
+174
+1% +$21.5K 1.43% 16
2024
Q1
$1.56M Sell
17,260
-1,370
-7% -$124K 1.1% 18
2023
Q4
$923K Buy
+18,630
New +$923K 0.71% 23