Waypoint Wealth Counsel’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.32M Buy
27,353
+2,481
+10% +$392K 2.14% 10
2025
Q1
$2.7M Buy
24,872
+3,723
+18% +$403K 1.69% 13
2024
Q4
$2.84M Buy
21,149
+319
+2% +$42.8K 1.85% 13
2024
Q3
$2.53M Buy
20,830
+2,852
+16% +$346K 1.7% 14
2024
Q2
$2.22M Sell
17,978
-472
-3% -$58.3K 1.7% 14
2024
Q1
$1.67M Buy
18,450
+7,890
+75% +$713K 1.29% 19
2023
Q4
$523K Buy
10,560
+60
+0.6% +$2.97K 0.45% 45
2023
Q3
$457K Buy
10,500
+690
+7% +$30K 0.43% 45
2023
Q2
$415K Sell
9,810
-4,490
-31% -$190K 0.37% 49
2023
Q1
$397K Buy
+14,300
New +$397K 0.31% 57