Straight Path 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	$668K	Buy	3,830 +1,067	+39%	+$196K	0.18%	56
2025 Q4	$515K	Sell	2,763 -27,237	-91%	-$5.07M	0.14%	66
2025 Q3	$514K	Buy	30,000 +27,332	+1,024%	+$4.76M	0.14%	75
2025 Q2	$422K	Sell	2,668 -152	-5%	-$19.1K	0.14%	65
2025 Q1	$306K	Buy	2,820 +373	+15%	+$47.3K	0.12%	73
2024 Q4	$329K	Buy	2,447 +658	+37%	+$90.7K	0.13%	73
2024 Q3	$217K	Buy	+1,789	New	+$211K	0.09%	91
2024 Q1	–	Sell	-21,350	Closed	-$1.06M	–	97
2023 Q4	$1.06M	Sell	21,350 -300	-1%	-$13.9K	0.62%	23
2023 Q3	$942K	Buy	21,650 +400	+2%	+$17.9K	0.64%	21
2023 Q2	$899K	Sell	21,250 -250	-1%	-$8.3K	0.62%	20
2023 Q1	$597K	Hold	21,500	–	–	0.48%	31
2022 Q4	$314K	Hold	21,500	–	–	0.3%	46
2022 Q3	$261K	Buy	+21,500	New	+$340K	0.23%	59