Ownership history in Planned Solutions, Inc. · 16 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in NVIDIA CORPORATION COM (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 24,571 | +933 | +3.9% | 1.47% | $4.6M | $186.49 |
| 2025 Q3 | ADDED | 23,638 | +3,320 | +16.3% | 1.52% | $4.4M | $186.56 |
| 2025 Q2 | REDUCED | 20,318 | -1,237 | -5.7% | 1.22% | $3.2M | $157.96 |
| 2025 Q1 | ADDED | 21,555 | +9,115 | +73.3% | 0.95% | $2.3M | $108.35 |
| 2024 Q4 | ADDED | 12,440 | +575 | +4.8% | 0.67% | $1.7M | $134.25 |
| 2024 Q3 | ADDED | 11,865 | +245 | +2.1% | 0.58% | $1.4M | $121.39 |
| 2024 Q2 | ADDED | 11,620 | +10,292 | +775.0% | 0.69% | $1.4M | $123.48 |
| 2024 Q1 | ADDED | 1,328 | +518 | +64.0% | 0.59% | $1.2M | $90.31 |
| 2023 Q4 | REDUCED | 810 | -390 | -32.5% | 0.21% | $352K | $49.49 |
| 2023 Q2 | UNCHANGED | 1,200 | — | 0% | 0.30% | $508K | $42.27 |
As of 2025 Q4 — sorted by position size