Number of Shares
28,417.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
3.27%
Total Estimate Gain
$812,898.25
% of Total Estimate Gain
20.19%

Capstone Wealth Management Group LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, Capstone Wealth Management Group LLC held 28,417.00 shares of NVIDIA Corp(NVDA), totaling $4.49 Mil. This investment constitutes 3.27% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2024Q4. And since then Capstone Wealth Management Group LLC has made 1 purchases of NVDA, at an average price of $138.10, for a total of 29,147.00 shares. In addition, there have been 1 sales at an average price of $125.57 for 730.00 shares. Based on historical transaction data and NVDA's current price of $167.03, Capstone Wealth Management Group LLC's estimated gain on his NVDA holdings is $812,898.25, reflecting a 20.19% gain to date.

Capstone Wealth Management Group LLC NVDA ($167.03) Holding Chart

Capstone Wealth Management Group LLC 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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