Stonebridge Financial Planning Group’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	$4.9M	Sell	28,071 -235	-0.8%	-$43.1K	1.8%	11
2025 Q4	$5.28M	Buy	28,306 +414	+1%	+$77.1K	1.91%	9
2025 Q3	$5.2M	Buy	27,892 +235	+0.8%	+$41K	1.95%	7
2025 Q2	$4.37M	Sell	27,657 -661	-2%	-$83.2K	1.82%	8
2025 Q1	$3.07M	Sell	28,318 -153	-0.5%	-$19.4K	1.4%	16
2024 Q4	$3.82M	Buy	28,471 +1,230	+5%	+$170K	1.71%	10
2024 Q3	$3.31M	Buy	27,241 +781	+3%	+$92.3K	1.58%	11
2024 Q2	$3.27M	Buy	26,460 +2,360	+10%	+$239K	1.64%	9
2024 Q1	$2.18M	Buy	24,100 +2,920	+14%	+$212K	1.15%	22
2023 Q4	$1.05M	Buy	21,180 +11,390	+116%	+$528K	0.6%	47
2023 Q3	$426K	Buy	9,790 +960	+11%	+$43K	0.27%	94
2023 Q2	$374K	Sell	8,830 -260	-3%	-$8.63K	0.23%	99
2023 Q1	$252K	Buy	+9,090	New	+$197K	0.16%	111
2022 Q1	–	Sell	-2,300	Closed	-$53K	–	277
2021 Q4	$53K	Hold	2,300	–	–	0.03%	214
2021 Q3	$61K	Sell	2,300 -3,500	-60%	-$72.7K	0.03%	201
2021 Q2	$119K	Hold	5,800	–	–	0.06%	144
2021 Q1	$88K	Hold	5,800	–	–	0.05%	171
2020 Q4	$76K	Hold	5,800	–	–	0.05%	170
2020 Q3	$80K	Buy	5,800 +1,000	+21%	+$11.6K	0.06%	146
2020 Q2	$46K	Hold	4,800	–	–	0.04%	189
2020 Q1	$32K	Hold	4,800	–	–	0.03%	203
2019 Q4	$28K	Buy	+4,800	New	+$25K	0.03%	211