NWMG

Nicholson Wealth Management Group’s SouthState SSB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$663K	Buy	7,201 +125	+2%	+$11.5K	0.41%	83
2025 Q1	$657K	Sell	7,076 -44	-0.6%	-$4.08K	0.43%	80
2024 Q4	$708K	Sell	7,120 -6	-0.1%	-$597	0.47%	80
2024 Q3	$693K	Buy	+7,126	New	+$693K	0.57%	67