Number of Shares
20,409.00
Current Holdings Value*
$2.21 Mil
% of Portfolio
1.64%
Total Estimate Gain
$749,837.30
% of Total Estimate Gain
26.82%

CAPITAL & PLANNING, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, CAPITAL & PLANNING, LLC held 20,409.00 shares of NVIDIA Corp(NVDA), totaling $2.21 Mil. This investment constitutes 1.64% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of NVDA, at an average price of $137.00, for a total of 20,409.00 shares. Based on historical transaction data and NVDA's current price of $173.74, CAPITAL & PLANNING, LLC's estimated gain on his NVDA holdings is $749,837.30, reflecting a 26.82% gain to date.

CAPITAL & PLANNING, LLC NVDA ($173.74) Holding Chart

CAPITAL & PLANNING, LLC NVDA ($173.74) 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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