Waypoint Wealth 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
$591K Hold
3,741
0.14% 42
2025
Q1
$405K Buy
3,741
+76
+2% +$8.24K 0.11% 47
2024
Q4
$492K Sell
3,665
-398
-10% -$53.4K 0.13% 44
2024
Q3
$493K Buy
4,063
+1,003
+33% +$122K 0.13% 47
2024
Q2
$378K Hold
3,060
0.11% 50
2024
Q1
$276K Sell
3,060
-2,150
-41% -$194K 0.08% 62
2023
Q4
$258K Buy
+5,210
New +$258K 0.08% 65
2022
Q2
Sell
-9,840
Closed -$268K 69
2022
Q1
$268K Buy
+9,840
New +$268K 0.1% 43