Number of Shares
14,620.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
1.64%
Total Estimate Gain
$-216,520.19
% of Total Estimate Gain
-8.72%

Nicholson Wealth Management Group, LLC's Procter & Gamble Co Holding Summary

As of 2025-03-31, Nicholson Wealth Management Group, LLC held 14,620.00 shares of Procter & Gamble Co(PG), totaling $2.49 Mil. This investment constitutes 1.64% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Procter & Gamble Co(PG) stock.

The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 2 purchases of PG, at an average price of $169.91, for a total of 14,620.00 shares. Based on historical transaction data and PG's current price of $155.10, Nicholson Wealth Management Group, LLC's estimated gain on his PG holdings is $-216,520.19, reflecting a -8.72% gain to date.

Nicholson Wealth Management Group, LLC PG ($155.10) Holding Chart

Nicholson Wealth Management Group, LLC PG ($155.10) 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 %

Top Ranked Articles

  • 1