NWMG
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Nicholson Wealth Management Group’s Broadridge BR Stock Holding History

Nicholson Wealth Management Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.62M Buy
6,677
+118
+2% +$28.7K 1% 46
2025
Q1 		$1.59M Buy
6,559
+268
+4% +$65K 1.04% 39
2024
Q4 		$1.42M Buy
6,291
+2,035
+48% +$460K 0.95% 63
2024
Q3 		$915K Buy
+4,256
New +$915K 0.75% 42