Phillips Financial Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
17,304
+1,344
| +8% | +$212K | 0.2% | 68 |
|
|
2025
Q1 | $1.73M | Sell |
15,960
-1,011
| -6% | -$110K | 0.13% | 86 |
|
|
2024
Q4 | $2.28M | Buy |
16,971
+2,161
| +15% | +$290K | 0.18% | 74 |
|
|
2024
Q3 | $1.8M | Buy |
14,810
+1,220
| +9% | +$148K | 0.14% | 87 |
|
|
2024
Q2 | $1.68M | Buy |
13,590
+4,480
| +49% | +$553K | 0.14% | 88 |
|
|
2024
Q1 | $823K | Buy |
9,110
+1,090
| +14% | +$98.5K | 0.07% | 116 |
|
|
2023
Q4 | $397K | Sell |
8,020
-880
| -10% | -$43.6K | 0.03% | 136 |
|
|
2023
Q3 | $387K | Buy |
8,900
+1,010
| +13% | +$43.9K | 0.04% | 134 |
|
|
2023
Q2 | $334K | Buy |
7,890
+290
| +4% | +$12.3K | 0.03% | 143 |
|
|
2023
Q1 | $211K | Buy |
+7,600
| New | +$211K | 0.02% | 155 |
|