Plan Group Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
11,095
+5,954
| +116% | +$941K | 0.58% | 59 |
|
|
2025
Q1 | $557K | Buy |
5,141
+2,940
| +134% | +$319K | 0.2% | 93 |
|
|
2024
Q4 | $296K | Sell |
2,201
-176
| -7% | -$23.6K | 0.16% | 92 |
|
|
2024
Q3 | $289K | Buy |
2,377
+234
| +11% | +$28.4K | 0.15% | 92 |
|
|
2024
Q2 | $265K | Sell |
2,143
-317
| -13% | -$39.2K | 0.16% | 77 |
|
|
2024
Q1 | $222K | Buy |
+2,460
| New | +$222K | 0.15% | 85 |
|
|
2023
Q4 | – | Sell |
-6,110
| Closed | -$266K | – | 77 |
|
|
2023
Q3 | $266K | Sell |
6,110
-9,200
| -60% | -$400K | 0.19% | 57 |
|
|
2023
Q2 | $672K | Buy |
+15,310
| New | +$672K | 0.56% | 32 |
|