Berry Wealth Group’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 |
-1,616
| Closed | -$274K | – | 109 |
|
|
2024
Q4 | $274K | Buy |
1,616
+80
| +5% | +$13.6K | 0.2% | 67 |
|
|
2024
Q3 | $267K | Buy |
1,536
+225
| +17% | +$39.1K | 0.19% | 71 |
|
|
2024
Q2 | $225K | Sell |
1,311
-205
| -14% | -$35.3K | 0.18% | 71 |
|
|
2024
Q1 | $395K | Buy |
+1,516
| New | +$395K | 0.33% | 40 |
|