WealthPlan Investment Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.1M Sell
2025
Q2
$28.3M Buy
2025
Q1
$11.9M Buy
2024
Q4
$11M Sell
2024
Q3
$11.1M Buy
2024
Q2
$5.72M Buy
2024
Q1
$2.63M Sell
2023
Q4
$1.6M Buy
2023
Q3
$1.29M Buy
2023
Q2
$1.13M Sell
2023
Q1
$806K Sell
2022
Q4
$1.78M Sell
2022
Q3
$1.35M Buy
2022
Q1
$1.63M Buy