NWMG
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Nicholson Wealth Management Group’s Visa V Stock Holding History

Nicholson Wealth Management Group’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.04M Buy
5,748
+58
+1% +$20.6K 1.26% 10
2025
Q1 		$1.99M Sell
5,690
-82
-1% -$28.7K 1.31% 10
2024
Q4 		$1.82M Buy
5,772
+2,398
+71% +$758K 1.22% 12
2024
Q3 		$928K Buy
+3,374
New +$928K 0.76% 41