Number of Shares
3,360.00
Current Holdings Value*
$303,600.00
% of Portfolio
0.16%
Total Estimate Gain
$136,295.80
% of Total Estimate Gain
6.11%

CALIBER WEALTH MANAGEMENT, LLC's NVIDIA Corp Holding Summary

As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 3,360.00 shares of NVIDIA Corp(NVDA), totaling $303,600.00. This investment constitutes 0.16% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2021Q1. And since then CALIBER WEALTH MANAGEMENT, LLC has made 8 purchases of NVDA, at an average price of $19.19, for a total of 116,320.00 shares. In addition, there have been 3 sales at an average price of $16.06 for 112,960.00 shares. Based on historical transaction data and NVDA's current price of $164.92, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his NVDA holdings is $136,295.80, reflecting a 6.11% gain to date.

CALIBER WEALTH MANAGEMENT, LLC NVDA ($164.92) Holding Chart

CALIBER WEALTH MANAGEMENT, LLC NVDA ($164.92) 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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