Nicholas Equity Income Fund, Inc. WSO Holdings History
Number of Shares
11,340.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
1.32%
Total Estimate Gain
$-242,676.00
% of Total Estimate Gain
-4.34%
Nicholas Equity Income Fund, Inc.'s Watsco Inc Holding Summary
As of 2025-03-31, Nicholas Equity Income Fund, Inc. held 11,340.00 shares of Watsco Inc(WSO), totaling $5.76 Mil. This investment constitutes 1.32% of their stock portfolio, and Nicholas Equity Income Fund, Inc. now holds 0.03% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2025Q1. And since then Nicholas Equity Income Fund, Inc. has made 1 purchases of WSO, at an average price of $492.90, for a total of 11,340.00 shares. Based on historical transaction data and WSO's current price of $471.50, Nicholas Equity Income Fund, Inc.'s estimated gain on his WSO holdings is $-242,676.00, reflecting a -4.34% gain to date.
Nicholas Equity Income Fund, Inc. WSO ($471.50) Holding Chart
Nicholas Equity Income Fund, Inc. WSO ($471.50) 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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