Nicholson Wealth Management Group, LLC SPGI Holdings History
Nicholson Wealth Management Group, LLC's S&P Global Inc Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 3,149.00 shares of S&P Global Inc(SPGI), totaling $1.60 Mil. This investment constitutes 1.05% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding S&P Global Inc(SPGI) stock.
The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 2 purchases of SPGI, at an average price of $501.92, for a total of 3,149.00 shares. Based on historical transaction data and SPGI's current price of $524.38, Nicholson Wealth Management Group, LLC's estimated gain on his SPGI holdings is $70,725.90, reflecting a 4.47% gain to date.
Nicholson Wealth Management Group, LLC SPGI ($524.38) Holding Chart
Nicholson Wealth Management Group, LLC SPGI ($524.38) 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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