Shakespeare Wealth Management’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Buy	7,634 +1,098	+17%	+$201K	0.32%	35
2025 Q4	$1.22M	Sell	6,536 -836	-11%	-$156K	0.27%	37
2025 Q3	$1.38M	Buy	7,372 +313	+4%	+$54.6K	0.31%	34
2025 Q2	$1.12M	Buy	7,059 +361	+5%	+$45.4K	0.3%	36
2025 Q1	$726K	Sell	6,698 -7	-0.1%	-$887	0.19%	48
2024 Q4	$900K	Buy	6,705 +230	+4%	+$31.7K	0.24%	43
2024 Q3	$786K	Sell	6,475 -3,221	-33%	-$380K	0.21%	46
2024 Q2	$1.2M	Buy	9,696 +126	+1%	+$12.7K	0.35%	33
2024 Q1	$865K	Sell	9,570 -2,280	-19%	-$165K	0.25%	38
2023 Q4	$587K	Buy	11,850 +2,000	+20%	+$92.7K	0.18%	50
2023 Q3	$428K	Sell	9,850 -2,400	-20%	-$108K	0.15%	57
2023 Q2	$518K	Buy	12,250 +3,540	+41%	+$118K	0.18%	53
2023 Q1	$242K	Buy	+8,710	New	+$189K	0.09%	66
2022 Q2	–	Sell	-9,090	Closed	-$249K	–	75
2022 Q1	$249K	Buy	+9,090	New	+$228K	0.09%	67