Phillips Wealth Planners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2,229
-28
-1% -$4.48K 0.32% 105
2025
Q1
$250K Sell
2,257
-246
-10% -$27.3K 0.26% 136
2024
Q4
$340K Sell
2,503
-2
-0.1% -$272 0.34% 102
2024
Q3
$340K Buy
2,505
+104
+4% +$14.1K 0.33% 113
2024
Q2
$324K Buy
+2,401
New +$324K 0.34% 101