NWMG
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Nicholson Wealth Management Group’s Factset FDS Stock Holding History

Nicholson Wealth Management Group’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.54M Buy
3,444
+73
+2% +$32.7K 0.95% 54
2025
Q1 		$1.53M Buy
3,371
+84
+3% +$38.2K 1.01% 52
2024
Q4 		$1.58M Buy
3,287
+1,560
+90% +$749K 1.06% 30
2024
Q3 		$794K Buy
+1,727
New +$794K 0.65% 55