Whalen Wealth Management Inc. NVDA Holdings History
Whalen Wealth Management Inc.'s NVIDIA Corp Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 42,816.00 shares of NVIDIA Corp(NVDA), totaling $4.64 Mil. This investment constitutes 3.1% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.
The initial trade took place in 2023Q4. And since then Whalen Wealth Management Inc. has made 3 purchases of NVDA, at an average price of $63.14, for a total of 54,689.00 shares. In addition, there have been 2 sales at an average price of $111.35 for 11,873.00 shares. Based on historical transaction data and NVDA's current price of $168.89, Whalen Wealth Management Inc.'s estimated gain on his NVDA holdings is $5.10 Mil, reflecting a 147.68% gain to date.
Whalen Wealth Management Inc. NVDA ($168.89) Holding Chart
Whalen Wealth Management Inc. NVDA ($168.89) 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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