Number of Shares
39,614.00
Current Holdings Value*
$5.32 Mil
% of Portfolio
1.01%
Total Estimate Gain
$4.29 Mil
% of Total Estimate Gain
74.05%

Sugarloaf Wealth Management, LLC's NVIDIA Corp Holding Summary

As of 2024-12-31, Sugarloaf Wealth Management, LLC held 39,614.00 shares of NVIDIA Corp(NVDA), totaling $5.32 Mil. This investment constitutes 1.01% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2019Q4. And since then Sugarloaf Wealth Management, LLC has made 15 purchases of NVDA, at an average price of $30.07, for a total of 192,534.00 shares. In addition, there have been 4 sales at an average price of $22.62 for 152,920.00 shares. Based on historical transaction data and NVDA's current price of $167.03, Sugarloaf Wealth Management, LLC's estimated gain on his NVDA holdings is $4.29 Mil, reflecting a 74.05% gain to date.

Sugarloaf Wealth Management, LLC NVDA ($167.03) Holding Chart

Sugarloaf Wealth Management, LLC NVDA ($167.03) 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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