Number of Shares
4,312.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.72%
Total Estimate Gain
$409,855.60
% of Total Estimate Gain
29.94%

Nicholas Wealth, LLC.'s Strategy Holding Summary

As of 2025-03-31, Nicholas Wealth, LLC. held 4,312.00 shares of Strategy(MSTR), totaling $1.24 Mil. This investment constitutes 0.72% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2025Q1. And since then Nicholas Wealth, LLC. has made 1 purchases of MSTR, at an average price of $317.51, for a total of 4,312.00 shares. Based on historical transaction data and MSTR's current price of $412.56, Nicholas Wealth, LLC.'s estimated gain on his MSTR holdings is $409,855.60, reflecting a 29.94% gain to date.

Nicholas Wealth, LLC. MSTR ($412.56) Holding Chart

Nicholas Wealth, LLC. MSTR ($412.56) 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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