Zimmermann Investment Management & Planning’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$269K Sell
2,000
-97,831
-98% -$13.1M 11.85% 5
2024
Q3
$12.1M Buy
99,831
+2,788
+3% +$339K 3.72% 5
2024
Q2
$12M Sell
97,043
-697
-0.7% -$86.1K 4% 4
2024
Q1
$8.83M Buy
97,740
+2,560
+3% +$231K 3.18% 6
2023
Q4
$4.71M Buy
95,180
+3,030
+3% +$150K 1.93% 19
2023
Q3
$4.01M Sell
92,150
-1,160
-1% -$50.5K 1.92% 18
2023
Q2
$3.95M Buy
93,310
+520
+0.6% +$22K 1.84% 18
2023
Q1
$2.58M Sell
92,790
-12,850
-12% -$357K 1.35% 26
2022
Q4
$1.54M Sell
105,640
-3,090
-3% -$45.2K 0.89% 30
2022
Q3
$1.32M Buy
108,730
+3,110
+3% +$37.8K 0.82% 29
2022
Q2
$1.6M Buy
105,620
+4,160
+4% +$63.1K 1.1% 28
2022
Q1
$2.77M Buy
101,460
+4,810
+5% +$131K 1.64% 21
2021
Q4
$2.84M Buy
+96,650
New +$2.84M 1.59% 24