NWM
DNB

Nicola Wealth Management’s Dun & Bradstreet DNB Stock Holding History

Nicola Wealth Management’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.43M Hold
267,000
– – 0.23% 71
2025
Q1 		$2.39M Buy
267,000
+107,000
+67% +$957K 0.23% 74
2024
Q4 		$2.87M Buy
+160,000
New +$2.87M 0.27% 69