Number of Shares
79,799.00
Current Holdings Value*
$8.65 Mil
% of Portfolio
2.77%
Total Estimate Gain
$5.97 Mil
% of Total Estimate Gain
40.33%

CM WEALTH ADVISORS LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, CM WEALTH ADVISORS LLC held 79,799.00 shares of NVIDIA Corp(NVDA), totaling $8.65 Mil. This investment constitutes 2.77% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2023Q1. And since then CM WEALTH ADVISORS LLC has made 2 purchases of NVDA, at an average price of $59.88, for a total of 247,067.00 shares. In addition, there have been 5 sales at an average price of $41.22 for 167,268.00 shares. Based on historical transaction data and NVDA's current price of $173.74, CM WEALTH ADVISORS LLC's estimated gain on his NVDA holdings is $5.97 Mil, reflecting a 40.33% gain to date.

CM WEALTH ADVISORS LLC NVDA ($173.74) Holding Chart

CM WEALTH ADVISORS 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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