FORBES J M & CO LLP NSRGY Holdings History
Number of Shares
7,154.00
Current Holdings Value*
$723,770.00
% of Portfolio
0.07%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
28.31%
FORBES J M & CO LLP's Nestle SA Holding Summary
As of 2025-03-31, FORBES J M & CO LLP held 7,154.00 shares of Nestle SA(NSRGY), totaling $723,770.00. This investment constitutes 0.07% of their stock portfolio, and FORBES J M & CO LLP now holds 0% of the outstanding Nestle SA(NSRGY) stock.
The initial trade took place in 2014Q1. And since then FORBES J M & CO LLP has made 19 purchases of NSRGY, at an average price of $83.16, for a total of 124,195.00 shares. In addition, there have been 16 sales at an average price of $107.12 for 117,041.00 shares. Based on historical transaction data and NSRGY's current price of $99.84, FORBES J M & CO LLP's estimated gain on his NSRGY holdings is $2.92 Mil, reflecting a 28.31% gain to date.
FORBES J M & CO LLP NSRGY ($99.84) Holding Chart
FORBES J M & CO LLP NSRGY ($99.84) 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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