Sterling Financial Planning’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
1,930
+78
| +4% | +$12.3K | 0.1% | 86 |
|
|
2025
Q1 | $201K | Buy |
1,852
+309
| +20% | +$33.5K | 0.07% | 108 |
|
|
2024
Q4 | $207K | Buy |
+1,543
| New | +$207K | 0.08% | 107 |
|
|
2021
Q3 | – | Sell |
-1,320
| Closed | -$26K | – | 430 |
|
|
2021
Q2 | $26K | Hold |
1,320
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $18K | Hold |
1,320
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $17K | Buy |
+1,320
| New | +$17K | 0.01% | 228 |
|