WFPG
Waller Financial Planning Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
4,643
-557
| -11% | -$88K | 0.18% | 44 |
|
|
2025
Q1 | $564K | Buy |
5,200
+1,176
| +29% | +$127K | 0.16% | 49 |
|
|
2024
Q4 | $540K | Buy |
4,024
+177
| +5% | +$23.8K | 0.14% | 48 |
|
|
2024
Q3 | $467K | Buy |
3,847
+786
| +26% | +$95.5K | 0.12% | 48 |
|
|
2024
Q2 | $378K | Buy |
+3,061
| New | +$378K | 0.1% | 50 |
|