Caldwell Trust’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
12,578
|
|
||||
|
2025
Q1 | $1.37M | Hold |
12,578
|
|
||||
|
2024
Q4 | $1.32M | Hold |
12,578
|
|
||||
|
2024
Q3 | $1.2M | Hold |
12,578
|
|
||||
|
2024
Q2 | $1.04M | Hold |
12,578
|
|
||||
|
2024
Q1 | $1.08M | Hold |
12,578
|
|
||||
|
2023
Q4 | $1.01M | Hold |
12,578
|
|
||||
|
2023
Q3 | $878K | Hold |
12,578
|
|
||||
|
2023
Q2 | $854K | Hold |
12,578
|
|
||||
|
2023
Q1 | $793K | Hold |
12,578
|
|
||||
|
2022
Q4 | $1M | Hold |
12,578
|
|
||||
|
2022
Q3 | $886K | Hold |
12,578
|
|
||||
|
2022
Q2 | $910K | Hold |
12,578
|
|
||||
|
2022
Q1 | $1.18M | Hold |
12,578
|
|
||||
|
2021
Q4 | $1.08M | Hold |
12,578
|
|
||||
|
2021
Q3 | $933K | Hold |
12,578
|
|
||||
|
2021
Q2 | $885K | Hold |
12,578
|
|
||||
|
2021
Q1 | $1.05M | Sell |
12,578
-15,948
|
|
||||
|
2020
Q4 | $1.89M | Sell |
28,526
-3,000
|
|
||||
|
2020
Q3 | $1.72M | Buy |
+31,526
|
|