Number of Shares
311,649.00
Current Holdings Value*
$33.78 Mil
% of Portfolio
12.52%
Total Estimate Gain
$43.54 Mil
% of Total Estimate Gain
302.49%

Concentrum Wealth Management's NVIDIA Corp Holding Summary

As of 2025-03-31, Concentrum Wealth Management held 311,649.00 shares of NVIDIA Corp(NVDA), totaling $33.78 Mil. This investment constitutes 12.52% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2018Q4. And since then Concentrum Wealth Management has made 15 purchases of NVDA, at an average price of $33.81, for a total of 425,738.00 shares. In addition, there have been 8 sales at an average price of $36.79 for 114,089.00 shares. Based on historical transaction data and NVDA's current price of $172.41, Concentrum Wealth Management's estimated gain on his NVDA holdings is $43.54 Mil, reflecting a 302.49% gain to date.

Concentrum Wealth Management NVDA ($172.41) Holding Chart

Concentrum Wealth Management 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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