Number of Shares
90,143.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
3.04%
Total Estimate Gain
$25.10 Mil
% of Total Estimate Gain
433.94%

Xcel Wealth Management, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, Xcel Wealth Management, LLC held 90,143.00 shares of NVIDIA Corp(NVDA), totaling $9.77 Mil. This investment constitutes 3.04% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 12 purchases of NVDA, at an average price of $8.85, for a total of 653,255.00 shares. In addition, there have been 14 sales at an average price of $28.45 for 563,112.00 shares. Based on historical transaction data and NVDA's current price of $164.92, Xcel Wealth Management, LLC's estimated gain on his NVDA holdings is $25.10 Mil, reflecting a 433.94% gain to date.

Xcel Wealth Management, LLC NVDA ($164.92) Holding Chart

Xcel Wealth Management, LLC 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 %

Top Ranked Articles

  • 1