Bank of Montreal’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Hold |
23,034
| – | – | ﹤0.01% | 1252 |
|
|
2025
Q1 | $2.51M | Sell |
23,034
-1,852
| -7% | -$202K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $2.61M | Hold |
24,886
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q3 | $2.35M | Hold |
24,886
| – | – | ﹤0.01% | 1446 |
|
|
2024
Q2 | $2.07M | Hold |
24,886
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q1 | $2.14M | Sell |
24,886
-1,660
| -6% | -$143K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $2.21M | Sell |
26,546
-1,340
| -5% | -$112K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $2.16M | Buy |
27,886
+1,340
| +5% | +$104K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $2.03M | Buy |
+26,546
| New | +$2.03M | ﹤0.01% | 1542 |
|
|
2021
Q4 | – | Sell |
-13,661
| Closed | -$1.03M | – | 3557 |
|
|
2021
Q3 | $1.03M | Sell |
13,661
-696
| -5% | -$52.7K | ﹤0.01% | 2302 |
|
|
2021
Q2 | $1.14M | Sell |
14,357
-14,374
| -50% | -$1.14M | ﹤0.01% | 2284 |
|
|
2021
Q1 | $2.42M | Buy |
28,731
+1,058
| +4% | +$89K | ﹤0.01% | 1464 |
|
|
2020
Q4 | $1.98M | Buy |
27,673
+13,860
| +100% | +$992K | ﹤0.01% | 1529 |
|
|
2020
Q3 | $803K | Sell |
13,813
-1,363
| -9% | -$79.2K | ﹤0.01% | 1771 |
|
|
2020
Q2 | $750K | Sell |
15,176
-3,657
| -19% | -$181K | ﹤0.01% | 1775 |
|
|
2020
Q1 | $968K | Sell |
18,833
-248
| -1% | -$12.7K | ﹤0.01% | 1534 |
|
|
2019
Q4 | $1.41M | Buy |
19,081
+13,363
| +234% | +$987K | ﹤0.01% | 1712 |
|
|
2019
Q3 | $381K | Sell |
5,718
-971
| -15% | -$64.7K | ﹤0.01% | 2143 |
|
|
2019
Q2 | $415K | Sell |
6,689
-1,689
| -20% | -$105K | ﹤0.01% | 2134 |
|
|
2019
Q1 | $500K | Sell |
8,378
-113
| -1% | -$6.74K | ﹤0.01% | 1987 |
|
|
2018
Q4 | $415K | Buy |
8,491
+56
| +0.7% | +$2.74K | ﹤0.01% | 1999 |
|
|
2018
Q3 | $460K | Sell |
8,435
-2
| -0% | -$109 | ﹤0.01% | 2131 |
|
|
2018
Q2 | $466K | Buy |
8,437
+59
| +0.7% | +$3.26K | ﹤0.01% | 2130 |
|
|
2018
Q1 | $460K | Hold |
8,378
| – | – | ﹤0.01% | 2077 |
|
|
2017
Q4 | $458K | Buy |
+8,378
| New | +$458K | ﹤0.01% | 2098 |
|