Total Wealth 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
$352K Sell
2,225
-163
-7% -$25.8K 0.04% 87
2025
Q1
$259K Buy
2,388
+171
+8% +$18.5K 0.04% 86
2024
Q4
$298K Sell
2,217
-58
-3% -$7.79K 0.05% 81
2024
Q3
$276K Buy
2,275
+78
+4% +$9.47K 0.04% 83
2024
Q2
$278K Buy
+2,197
New +$278K 0.05% 83