PS
Planned Solutions’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
20,318
-1,237
| -6% | -$195K | 1.22% | 18 |
|
|
2025
Q1 | $2.34M | Buy |
21,555
+9,115
| +73% | +$988K | 0.95% | 19 |
|
|
2024
Q4 | $1.67M | Buy |
12,440
+575
| +5% | +$77.2K | 0.67% | 24 |
|
|
2024
Q3 | $1.44M | Buy |
11,865
+245
| +2% | +$29.8K | 0.58% | 21 |
|
|
2024
Q2 | $1.44M | Buy |
11,620
+10,292
| +775% | +$1.27M | 0.69% | 20 |
|
|
2024
Q1 | $1.2M | Buy |
1,328
+499
| +60% | +$451K | 0.59% | 21 |
|
|
2023
Q4 | $411K | Buy |
829
+19
| +2% | +$9.41K | 0.19% | 51 |
|
|
2023
Q3 | $352K | Sell |
810
-390
| -33% | -$170K | 0.21% | 50 |
|
|
2023
Q2 | $508K | Hold |
1,200
| – | – | 0.3% | 40 |
|
|
2023
Q1 | $333K | Buy |
+1,200
| New | +$333K | 0.21% | 49 |
|
|
2022
Q2 | – | Sell |
-1,278
| Closed | -$349K | – | 67 |
|
|
2022
Q1 | $349K | Sell |
1,278
-78
| -6% | -$21.3K | 0.24% | 46 |
|
|
2021
Q4 | $399K | Buy |
+1,356
| New | +$399K | 0.27% | 46 |
|
|
2021
Q2 | $251K | Buy |
+314
| New | +$251K | 0.17% | 60 |
|
|
2021
Q1 | – | Sell |
-264
| Closed | -$138K | – | 295 |
|
|
2020
Q4 | $138K | Buy |
264
+135
| +105% | +$70.6K | 0.11% | 76 |
|
|
2020
Q3 | $70K | Buy |
+129
| New | +$70K | 0.07% | 113 |
|