Spartan Planning & Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
47,995
+21,376
| +80% | +$3.38M | 6.5% | 3 |
|
|
2025
Q1 | $2.88M | Sell |
26,619
-24,139
| -48% | -$2.62M | 2.8% | 14 |
|
|
2024
Q4 | $6.82M | Buy |
+50,758
| New | +$6.82M | 6.23% | 3 |
|
|
2023
Q4 | $2.06M | Buy |
41,520
+14,830
| +56% | +$734K | 2.19% | 13 |
|
|
2023
Q3 | $1.16M | Buy |
+26,690
| New | +$1.16M | 1.36% | 15 |
|
|
2022
Q4 | $1.75K | Buy |
+120
| New | +$1.75K | ﹤0.01% | 128 |
|
|
2022
Q2 | – | Sell |
-29,290
| Closed | -$799K | – | 139 |
|
|
2022
Q1 | $799K | Buy |
+29,290
| New | +$799K | 1% | 20 |
|