Vertex Planning Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
8,191
+741
| +10% | +$117K | 0.27% | 57 |
|
|
2025
Q1 | $807K | Sell |
7,450
-282
| -4% | -$30.6K | 0.18% | 71 |
|
|
2024
Q4 | $1.04M | Buy |
7,732
+851
| +12% | +$114K | 0.23% | 61 |
|
|
2024
Q3 | $836K | Sell |
6,881
-265
| -4% | -$32.2K | 0.2% | 57 |
|
|
2024
Q2 | $883K | Buy |
7,146
+656
| +10% | +$81K | 0.23% | 53 |
|
|
2024
Q1 | $586K | Sell |
6,490
-610
| -9% | -$55.1K | 0.16% | 75 |
|
|
2023
Q4 | $352K | Buy |
+7,100
| New | +$352K | 0.1% | 109 |
|
|
2023
Q1 | – | Sell |
-19,160
| Closed | -$280K | – | 143 |
|
|
2022
Q4 | $280K | Buy |
+19,160
| New | +$280K | 0.11% | 111 |
|