Number of Shares
30,715.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
3.27%
Total Estimate Gain
$4.22 Mil
% of Total Estimate Gain
317.70%

Navis Wealth Advisors, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, Navis Wealth Advisors, LLC held 30,715.00 shares of NVIDIA Corp(NVDA), totaling $3.33 Mil. This investment constitutes 3.27% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 7 purchases of NVDA, at an average price of $30.74, for a total of 43,175.00 shares. In addition, there have been 5 sales at an average price of $22.44 for 12,460.00 shares. Based on historical transaction data and NVDA's current price of $171.38, Navis Wealth Advisors, LLC's estimated gain on his NVDA holdings is $4.22 Mil, reflecting a 317.70% gain to date.

Navis Wealth Advisors, LLC NVDA ($171.38) Holding Chart

Navis Wealth Advisors, LLC NVDA ($171.38) 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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