Nicholas Wealth, LLC. MSTR Holdings History
Number of Shares
4,312.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.72%
Total Estimate Gain
$504,805.84
% of Total Estimate Gain
36.87%
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 $434.58, Nicholas Wealth, LLC.'s estimated gain on his MSTR holdings is $504,805.84, reflecting a 36.87% gain to date.
Nicholas Wealth, LLC. MSTR ($434.58) Holding Chart
Nicholas Wealth, LLC. MSTR ($434.58) 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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