LWM ADVISORS INC NVDA Holdings History

Number of Shares
1,543.00
Current Holdings Value*
$243,780.00
% of Portfolio
0.23%
Total Estimate Gain
$63,972.78
% of Total Estimate Gain
33.02%

LWM ADVISORS INC's NVIDIA Corp Holding Summary

As of 2025-06-30, LWM ADVISORS INC held 1,543.00 shares of NVIDIA Corp(NVDA), totaling $243,780.00. This investment constitutes 0.23% of their stock portfolio, and LWM ADVISORS INC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2025Q2. And since then LWM ADVISORS INC has made 1 purchases of NVDA, at an average price of $125.57, for a total of 1,543.00 shares. Based on historical transaction data and NVDA's current price of $167.03, LWM ADVISORS INC's estimated gain on his NVDA holdings is $63,972.78, reflecting a 33.02% gain to date.

LWM ADVISORS INC NVDA ($167.03) Holding Chart

LWM ADVISORS INC 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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