NWMG
IBM icon

Nicholson Wealth Management Group’s IBM IBM Stock Holding History

Nicholson Wealth Management Group’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$518K Sell
1,757
-23
-1% -$6.78K 0.32% 91
2025
Q1 		$443K Buy
1,780
+53
+3% +$13.2K 0.29% 87
2024
Q4 		$380K Hold
1,727
– – 0.25% 90
2024
Q3 		$382K Buy
+1,727
New +$382K 0.31% 87