WealthPlan Investment Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
179,124
+69,033
| +63% | +$10.9M | 2.06% | 4 |
|
|
2025
Q1 | $11.9M | Buy |
110,091
+28,049
| +34% | +$3.04M | 1.17% | 21 |
|
|
2024
Q4 | $11M | Sell |
82,042
-9,521
| -10% | -$1.28M | 1.09% | 25 |
|
|
2024
Q3 | $11.1M | Buy |
91,563
+45,231
| +98% | +$5.49M | 1.13% | 24 |
|
|
2024
Q2 | $5.72M | Buy |
46,332
+17,192
| +59% | +$2.12M | 0.87% | 49 |
|
|
2024
Q1 | $2.63M | Sell |
29,140
-3,120
| -10% | -$282K | 0.4% | 67 |
|
|
2023
Q4 | $1.6M | Buy |
32,260
+2,660
| +9% | +$132K | 0.26% | 82 |
|
|
2023
Q3 | $1.29M | Buy |
29,600
+3,000
| +11% | +$130K | 0.23% | 78 |
|
|
2023
Q2 | $1.13M | Sell |
26,600
-2,400
| -8% | -$102K | 0.34% | 71 |
|
|
2023
Q1 | $806K | Sell |
29,000
-52,690
| -64% | -$1.46M | 0.14% | 97 |
|
|
2022
Q4 | $1.78M | Sell |
81,690
-2,070
| -2% | -$45.1K | 0.12% | 133 |
|
|
2022
Q3 | $1.35M | Buy |
+83,760
| New | +$1.35M | 0.1% | 142 |
|
|
2022
Q1 | $1.63M | Buy |
+87,730
| New | +$1.63M | 0.11% | 128 |
|