Number of Shares
245,326.00
Current Holdings Value*
$26.59 Mil
% of Portfolio
2.03%
Total Estimate Gain
$36.12 Mil
% of Total Estimate Gain
209.09%

WCG Wealth Advisors LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, WCG Wealth Advisors LLC held 245,326.00 shares of NVIDIA Corp(NVDA), totaling $26.59 Mil. This investment constitutes 2.03% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 4 purchases of NVDA, at an average price of $35.14, for a total of 491,669.00 shares. In addition, there have been 7 sales at an average price of $45.06 for 246,343.00 shares. Based on historical transaction data and NVDA's current price of $172.41, WCG Wealth Advisors LLC's estimated gain on his NVDA holdings is $36.12 Mil, reflecting a 209.09% gain to date.

WCG Wealth Advisors LLC NVDA ($172.41) Holding Chart

WCG Wealth Advisors LLC NVDA ($172.41) 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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