Carson Wealth (CWM LLC)’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Buy |
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|
2025
Q2 | $769K | Sell |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $784K | Buy |
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|
2024
Q3 | $703K | Buy |
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|
2024
Q2 | $607K | Buy |
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|
2024
Q1 | $628K | Hold |
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|
2023
Q4 | $588K | Hold |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $787K | Hold |
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|
2018
Q3 | $880K | Hold |
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|
2018
Q2 | $889K | Hold |
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|
2018
Q1 | $889K | Hold |
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|
2017
Q4 | $883K | Hold |
|
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|
2017
Q3 | $928K | Hold |
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|
2017
Q2 | $883K | Hold |
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|
2017
Q1 | $764K | Hold |
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|
2016
Q4 | $769K | Buy |
|