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Nicholson Wealth Management Group’s S&P Global SPGI Stock Holding History

Nicholson Wealth Management Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.7M Buy
3,225
+76
+2% +$40.1K 1.05% 36
2025
Q1 		$1.6M Buy
3,149
+201
+7% +$102K 1.05% 37
2024
Q4 		$1.47M Buy
2,948
+1,521
+107% +$758K 0.98% 52
2024
Q3 		$737K Buy
+1,427
New +$737K 0.61% 61