Number of Shares
69,022.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
3.5%
Total Estimate Gain
$4.23 Mil
% of Total Estimate Gain
57.46%

PALO ALTO WEALTH ADVISORS, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 69,022.00 shares of NVIDIA Corp(NVDA), totaling $8.97 Mil. This investment constitutes 3.5% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 6 purchases of NVDA, at an average price of $96.19, for a total of 76,502.00 shares. In addition, there have been 3 sales at an average price of $46.05 for 7,480.00 shares. Based on historical transaction data and NVDA's current price of $162.88, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his NVDA holdings is $4.23 Mil, reflecting a 57.46% gain to date.

PALO ALTO WEALTH ADVISORS, LLC NVDA ($162.88) Holding Chart

PALO ALTO WEALTH ADVISORS, LLC NVDA ($162.88) 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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