Number of Shares
81,488.00
Current Holdings Value*
$8.83 Mil
% of Portfolio
5.61%
Total Estimate Gain
$10.24 Mil
% of Total Estimate Gain
205.09%

StoneCrest Wealth Management, Inc.'s NVIDIA Corp Holding Summary

As of 2025-03-31, StoneCrest Wealth Management, Inc. held 81,488.00 shares of NVIDIA Corp(NVDA), totaling $8.83 Mil. This investment constitutes 5.61% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of NVDA, at an average price of $48.24, for a total of 103,475.00 shares. In addition, there have been 4 sales at an average price of $81.45 for 21,987.00 shares. Based on historical transaction data and NVDA's current price of $164.92, StoneCrest Wealth Management, Inc.'s estimated gain on his NVDA holdings is $10.24 Mil, reflecting a 205.09% gain to date.

StoneCrest Wealth Management, Inc. NVDA ($164.92) Holding Chart

StoneCrest Wealth Management, Inc. 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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