Number of Shares
20,551.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
2.49%
Total Estimate Gain
$807,320.25
% of Total Estimate Gain
29.15%

CogentBlue Wealth Advisors, LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 20,551.00 shares of NVIDIA Corp(NVDA), totaling $3.25 Mil. This investment constitutes 2.49% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of NVDA, at an average price of $133.04, for a total of 20,817.00 shares. In addition, there have been 1 sales at an average price of $126.74 for 266.00 shares. Based on historical transaction data and NVDA's current price of $172.41, CogentBlue Wealth Advisors, LLC's estimated gain on his NVDA holdings is $807,320.25, reflecting a 29.15% gain to date.

CogentBlue Wealth Advisors, LLC NVDA ($172.41) Holding Chart

CogentBlue Wealth Advisors, LLC NVDA ($172.41) 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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