Heritage Financial Services, LLC NVDA Holdings History
Heritage Financial Services, LLC's NVIDIA Corp Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 42,092.00 shares of NVIDIA Corp(NVDA), totaling $6.65 Mil. This investment constitutes 0.64% of their stock portfolio, and Heritage Financial Services, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.
The initial trade took place in 2022Q2. And since then Heritage Financial Services, LLC has made 4 purchases of NVDA, at an average price of $62.81, for a total of 50,604.00 shares. In addition, there have been 7 sales at an average price of $42.44 for 8,512.00 shares. Based on historical transaction data and NVDA's current price of $170.78, Heritage Financial Services, LLC's estimated gain on his NVDA holdings is $4.37 Mil, reflecting a 137.54% gain to date.
Heritage Financial Services, LLC NVDA ($170.78) Holding Chart
Heritage Financial Services, LLC NVDA ($170.78) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
