Number of Shares
62,409.00
Current Holdings Value*
$9.86 Mil
% of Portfolio
3.52%
Total Estimate Gain
$18.06 Mil
% of Total Estimate Gain
220.42%

BAKER TILLY WEALTH MANAGEMENT, LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 62,409.00 shares of NVIDIA Corp(NVDA), totaling $9.86 Mil. This investment constitutes 3.52% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 10 purchases of NVDA, at an average price of $20.43, for a total of 401,155.00 shares. In addition, there have been 7 sales at an average price of $45.93 for 338,746.00 shares. Based on historical transaction data and NVDA's current price of $171.38, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his NVDA holdings is $18.06 Mil, reflecting a 220.42% gain to date.

BAKER TILLY WEALTH MANAGEMENT, LLC NVDA ($171.38) Holding Chart

BAKER TILLY WEALTH MANAGEMENT, LLC NVDA ($171.38) 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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