Number of Shares
6,648.00
Current Holdings Value*
$2.50 Mil
% of Portfolio
1.64%
Total Estimate Gain
$557,722.00
% of Total Estimate Gain
19.69%

Nicholson Wealth Management Group, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Nicholson Wealth Management Group, LLC held 6,648.00 shares of Microsoft Corp(MSFT), totaling $2.50 Mil. This investment constitutes 1.64% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 2 purchases of MSFT, at an average price of $426.13, for a total of 6,648.00 shares. Based on historical transaction data and MSFT's current price of $510.02, Nicholson Wealth Management Group, LLC's estimated gain on his MSFT holdings is $557,722.00, reflecting a 19.69% gain to date.

Nicholson Wealth Management Group, LLC MSFT ($510.02) Holding Chart

Nicholson Wealth Management Group, LLC MSFT ($510.02) 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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