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 |
|