Planning Center Inc’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$982K Sell
6,216
-521
-8% -$82.3K 0.11% 33
2025
Q1
$730K Buy
6,737
+295
+5% +$32K 0.09% 35
2024
Q4
$865K Sell
6,442
-200
-3% -$26.9K 0.11% 33
2024
Q3
$807K Buy
6,642
+28
+0.4% +$3.4K 0.1% 35
2024
Q2
$817K Sell
6,614
-136
-2% -$16.8K 0.11% 35
2024
Q1
$610K Buy
6,750
+650
+11% +$58.7K 0.13% 32
2023
Q4
$302K Buy
+6,100
New +$302K 0.07% 48