Carson Wealth (CWM LLC)’s Nicolet Bankshares NIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Sell |
6,226
-1,269
| -17% | -$157K | ﹤0.01% | 1395 |
|
|
2025
Q1 | $817K | Buy |
7,495
+18
| +0.2% | +$1.96K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $784K | Buy |
7,477
+122
| +2% | +$12.8K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $703K | Buy |
7,355
+44
| +0.6% | +$4.21K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $607K | Buy |
7,311
+11
| +0.2% | +$913 | ﹤0.01% | 1115 |
|
|
2024
Q1 | $628K | Hold |
7,300
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q4 | $588K | Hold |
7,300
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q3 | $509K | Hold |
7,300
| – | – | ﹤0.01% | 970 |
|
|
2023
Q2 | $496K | Hold |
7,300
| – | – | ﹤0.01% | 938 |
|
|
2023
Q1 | $460K | Hold |
7,300
| – | – | ﹤0.01% | 913 |
|
|
2022
Q4 | $582K | Buy |
7,300
+7,250
| +14,500% | +$578K | ﹤0.01% | 751 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 3189 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 3103 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 2841 |
|
|
2021
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 2849 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2020
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2020
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2020
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2020
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2436 |
|
|
2019
Q1 | $4K | Sell |
50
-16,085
| -100% | -$1.29M | ﹤0.01% | 2436 |
|
|
2018
Q4 | $787K | Hold |
16,135
| – | – | 0.02% | 392 |
|
|
2018
Q3 | $880K | Hold |
16,135
| – | – | 0.02% | 324 |
|
|
2018
Q2 | $889K | Hold |
16,135
| – | – | 0.03% | 280 |
|
|
2018
Q1 | $889K | Hold |
16,135
| – | – | 0.04% | 235 |
|
|
2017
Q4 | $883K | Hold |
16,135
| – | – | 0.04% | 237 |
|
|
2017
Q3 | $928K | Hold |
16,135
| – | – | 0.04% | 213 |
|
|
2017
Q2 | $883K | Hold |
16,135
| – | – | 0.05% | 207 |
|
|
2017
Q1 | $764K | Hold |
16,135
| – | – | 0.04% | 201 |
|
|
2016
Q4 | $769K | Buy |
+16,135
| New | +$769K | 0.05% | 193 |
|