Number of Shares
6,855.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.49%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
37.68%

Nicholas Wealth, LLC.'s Microsoft Corp Holding Summary

As of 2025-03-31, Nicholas Wealth, LLC. held 6,855.00 shares of Microsoft Corp(MSFT), totaling $2.57 Mil. This investment constitutes 1.49% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q3. And since then Nicholas Wealth, LLC. has made 4 purchases of MSFT, at an average price of $347.13, for a total of 9,663.00 shares. In addition, there have been 2 sales at an average price of $415.77 for 2,808.00 shares. Based on historical transaction data and MSFT's current price of $503.39, Nicholas Wealth, LLC.'s estimated gain on his MSFT holdings is $1.26 Mil, reflecting a 37.68% gain to date.

Nicholas Wealth, LLC. MSFT ($503.39) Holding Chart

Nicholas Wealth, LLC. MSFT ($503.39) 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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