Planning Directions’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
15,962
-12,239
| -43% | -$1.93M | 1.42% | 17 |
|
|
2025
Q1 | $3.06M | Buy |
28,201
+16,174
| +134% | +$1.75M | 1.31% | 21 |
|
|
2024
Q4 | $1.62M | Buy |
12,027
+1,725
| +17% | +$232K | 0.94% | 19 |
|
|
2024
Q3 | $1.25M | Buy |
10,302
+535
| +5% | +$65K | 0.75% | 24 |
|
|
2024
Q2 | $1.21M | Buy |
9,767
+417
| +4% | +$51.5K | 0.82% | 25 |
|
|
2024
Q1 | $844K | Buy |
9,350
+270
| +3% | +$24.4K | 0.59% | 29 |
|
|
2023
Q4 | $449K | Buy |
9,080
+10
| +0.1% | +$495 | 0.32% | 42 |
|
|
2023
Q3 | $395K | Buy |
9,070
+110
| +1% | +$4.79K | 0.3% | 38 |
|
|
2023
Q2 | $379K | Hold |
8,960
| – | – | 0.28% | 44 |
|
|
2023
Q1 | $249K | Buy |
+8,960
| New | +$249K | 0.19% | 57 |
|
|
2020
Q2 | – | Sell |
-144,960
| Closed | -$955K | – | 88 |
|
|
2020
Q1 | $955K | Buy |
+144,960
| New | +$955K | 1.34% | 21 |
|