SwitchPoint 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
$716K Buy
4,530
+514
+13% +$81.2K 0.59% 31
2025
Q1
$435K Buy
4,016
+230
+6% +$24.9K 0.41% 32
2024
Q4
$508K Buy
+3,786
New +$508K 0.49% 30