Number of Shares
88,325.00
Current Holdings Value*
$9.59 Mil
% of Portfolio
9.86%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
23.68%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's NVIDIA Corp Holding Summary

As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 88,325.00 shares of NVIDIA Corp(NVDA), totaling $9.59 Mil. This investment constitutes 9.86% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of NVDA, at an average price of $133.35, for a total of 88,325.00 shares. Based on historical transaction data and NVDA's current price of $164.92, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his NVDA holdings is $2.79 Mil, reflecting a 23.68% gain to date.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co NVDA ($164.92) Holding Chart

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co NVDA ($164.92) 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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