Summit Wealth & Retirement Planning’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.07M Sell
2025
Q2
$1.76M Buy
2025
Q1
$1.19M Buy
2024
Q4
$1.37M Buy
2024
Q3
$1.15M Sell
2024
Q2
$1.38M Sell
2024
Q1
$1.03M Sell
2023
Q4
$619K Sell
2023
Q3
$554K Sell
2023
Q2
$602K Sell
2023
Q1
$837K Sell
2022
Q4
$593K Buy