Plumb Balanced Fund NVDA Holdings History

Number of Shares
22,500.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
6.61%
Total Estimate Gain
$11.69 Mil
% of Total Estimate Gain
371.41%

Plumb Balanced Fund's NVIDIA Corp Holding Summary

As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 22,500.00 shares of NVIDIA Corp(NVDA), totaling $2.44 Mil. This investment constitutes 6.61% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 4 purchases of NVDA, at an average price of $7.34, for a total of 428,500.00 shares. In addition, there have been 13 sales at an average price of $26.98 for 406,000.00 shares. Based on historical transaction data and NVDA's current price of $172.28, Plumb Balanced Fund's estimated gain on his NVDA holdings is $11.69 Mil, reflecting a 371.41% gain to date.

Plumb Balanced Fund NVDA ($172.28) Holding Chart

Plumb Balanced Fund NVDA ($172.28) 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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