Number of Shares
5,690.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.31%
Total Estimate Gain
$374,673.96
% of Total Estimate Gain
22.93%

Nicholson Wealth Management Group, LLC's Visa Inc Holding Summary

As of 2025-03-31, Nicholson Wealth Management Group, LLC held 5,690.00 shares of Visa Inc(V), totaling $1.99 Mil. This investment constitutes 1.31% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 1 purchases of V, at an average price of $283.12, for a total of 5,772.00 shares. In addition, there have been 1 sales at an average price of $338.38 for 82.00 shares. Based on historical transaction data and V's current price of $348.17, Nicholson Wealth Management Group, LLC's estimated gain on his V holdings is $374,673.96, reflecting a 22.93% gain to date.

Nicholson Wealth Management Group, LLC V ($348.17) Holding Chart

Nicholson Wealth Management Group, LLC V ($348.17) 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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