Barlow Wealth Partners’s Nice NICE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-92,449	Closed	-$15.5M	–	139
2024 Q4	$15.5M	Buy	+92,449	New	+$15.5M	1.96%	23
2024 Q2	–	Sell	-55,394	Closed	-$12.9M	–	158
2024 Q1	$12.9M	Buy	+55,394	New	+$12.9M	1.75%	23