WealthPLAN 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 | $14.6M | Buy |
92,466
+6,224
| +7% | +$983K | 2.35% | 5 |
|
|
2025
Q1 | $9.35M | Buy |
86,242
+13,995
| +19% | +$1.52M | 1.32% | 17 |
|
|
2024
Q4 | $9.7M | Sell |
72,247
-4,628
| -6% | -$621K | 1.38% | 15 |
|
|
2024
Q3 | $9.34M | Sell |
76,875
-41,984
| -35% | -$5.1M | 1.25% | 17 |
|
|
2024
Q2 | $14.7M | Buy |
118,859
+34,649
| +41% | +$4.28M | 1.58% | 15 |
|
|
2024
Q1 | $7.61M | Buy |
84,210
+4,830
| +6% | +$436K | 0.79% | 34 |
|
|
2023
Q4 | $3.93M | Buy |
79,380
+9,960
| +14% | +$493K | 0.4% | 76 |
|
|
2023
Q3 | $3.02M | Buy |
69,420
+19,890
| +40% | +$865K | 0.35% | 79 |
|
|
2023
Q2 | $2.1M | Sell |
49,530
-2,940
| -6% | -$124K | 0.3% | 90 |
|
|
2023
Q1 | $1.46M | Sell |
52,470
-29,220
| -36% | -$812K | 0.17% | 121 |
|
|
2022
Q4 | $1.88M | Buy |
+81,690
| New | +$1.88M | 0.13% | 128 |
|
|
2022
Q1 | $1.63M | Buy |
87,730
+1,400
| +2% | +$26K | 0.11% | 128 |
|
|
2021
Q4 | $2.11M | Buy |
86,330
+3,480
| +4% | +$85.2K | 0.14% | 115 |
|
|
2021
Q3 | $2.69M | Sell |
82,850
-224,550
| -73% | -$7.28M | 0.18% | 103 |
|
|
2021
Q2 | $1.51M | Buy |
307,400
+231,680
| +306% | +$1.14M | 0.11% | 123 |
|
|
2021
Q1 | $1.09M | Buy |
75,720
+920
| +1% | +$13.2K | 0.08% | 138 |
|
|
2020
Q4 | $1.02M | Sell |
74,800
-160
| -0.2% | -$2.19K | 0.09% | 138 |
|
|
2020
Q3 | $1.01M | Sell |
74,960
-1,840
| -2% | -$24.8K | 0.1% | 127 |
|
|
2020
Q2 | $879K | Buy |
76,800
+2,800
| +4% | +$32K | 0.09% | 128 |
|
|
2020
Q1 | $594K | Sell |
74,000
-8,800
| -11% | -$70.6K | 0.08% | 139 |
|
|
2019
Q4 | $564K | Buy |
82,800
+4,720
| +6% | +$32.2K | 0.07% | 153 |
|
|
2019
Q3 | $407K | Buy |
78,080
+2,040
| +3% | +$10.6K | 0.06% | 162 |
|
|
2019
Q2 | $297K | Buy |
76,040
+7,400
| +11% | +$28.9K | 0.04% | 186 |
|
|
2019
Q1 | $274K | Buy |
68,640
+1,560
| +2% | +$6.23K | 0.04% | 216 |
|
|
2018
Q4 | $264K | Sell |
67,080
-21,920
| -25% | -$86.3K | 0.04% | 204 |
|
|
2018
Q3 | $332K | Buy |
89,000
+4,600
| +5% | +$17.2K | 0.06% | 180 |
|
|
2018
Q2 | $500K | Sell |
84,400
-2,160
| -2% | -$12.8K | 0.1% | 140 |
|
|
2018
Q1 | $501K | Buy |
86,560
+35,840
| +71% | +$207K | 0.11% | 140 |
|
|
2017
Q4 | $245K | Sell |
50,720
-19,560
| -28% | -$94.5K | 0.07% | 180 |
|
|
2017
Q3 | $314K | Buy |
+70,280
| New | +$314K | 0.09% | 141 |
|
|
2017
Q2 | – | Sell |
-5,400
| Closed | -$13.5K | – | 340 |
|
|
2017
Q1 | $13.5K | Buy |
+5,400
| New | +$13.5K | 0.05% | 229 |
|
|
2016
Q3 | $23.6K | Sell |
13,800
-25,800
| -65% | -$44.1K | 0.01% | 452 |
|
|
2016
Q2 | $16.2K | Buy |
+39,600
| New | +$16.2K | ﹤0.01% | 1517 |
|
|
2015
Q4 | $9.89K | Buy |
+12,000
| New | +$9.89K | ﹤0.01% | 1151 |
|