Asset Planning,Inc NVDA Holdings History
Number of Shares
24,400.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
2.09%
Total Estimate Gain
$696,034.30
% of Total Estimate Gain
20.04%
Asset Planning,Inc's NVIDIA Corp Holding Summary
As of 2025-03-31, Asset Planning,Inc held 24,400.00 shares of NVIDIA Corp(NVDA), totaling $2.64 Mil. This investment constitutes 2.09% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $126.74 for 735.00 shares. Based on historical transaction data and NVDA's current price of $167.03, Asset Planning,Inc's estimated gain on his NVDA holdings is $696,034.30, reflecting a 20.04% gain to date.
Asset Planning,Inc NVDA ($167.03) Holding Chart
Asset Planning,Inc NVDA ($167.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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