Number of Shares
20,068.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
0.87%
Total Estimate Gain
$5.62 Mil
% of Total Estimate Gain
369.39%

WR Wealth Planners, LLC's NVIDIA Corp Holding Summary

As of 2024-12-31, WR Wealth Planners, LLC held 20,068.00 shares of NVIDIA Corp(NVDA), totaling $2.69 Mil. This investment constitutes 0.87% of their stock portfolio, and WR Wealth Planners, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 1 purchases of NVDA, at an average price of $25.39, for a total of 59,880.00 shares. In addition, there have been 6 sales at an average price of $92.34 for 39,812.00 shares. Based on historical transaction data and NVDA's current price of $172.41, WR Wealth Planners, LLC's estimated gain on his NVDA holdings is $5.62 Mil, reflecting a 369.39% gain to date.

WR Wealth Planners, LLC NVDA ($172.41) Holding Chart

WR Wealth Planners, 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 %

Top Ranked Articles

  • 1