Cerity Partners’s Nice NICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.83M | Buy |
10,859
+873
| +9% | +$147K | ﹤0.01% | 1258 |
|
2025
Q1 | $1.54M | Buy |
9,986
+3,584
| +56% | +$553K | ﹤0.01% | 1233 |
|
2024
Q4 | $1.09M | Buy |
6,402
+1,083
| +20% | +$185K | ﹤0.01% | 1369 |
|
2024
Q3 | $924K | Buy |
5,319
+980
| +23% | +$170K | ﹤0.01% | 1436 |
|
2024
Q2 | $746K | Sell |
4,339
-3,219
| -43% | -$554K | ﹤0.01% | 1356 |
|
2024
Q1 | $1.97M | Buy |
7,558
+3,098
| +69% | +$807K | 0.01% | 976 |
|
2023
Q4 | $890K | Buy |
4,460
+557
| +14% | +$111K | ﹤0.01% | 1024 |
|
2023
Q3 | $664K | Buy |
3,903
+146
| +4% | +$24.8K | ﹤0.01% | 872 |
|
2023
Q2 | $776K | Sell |
3,757
-591
| -14% | -$122K | ﹤0.01% | 1005 |
|
2023
Q1 | $995K | Buy |
4,348
+749
| +21% | +$171K | ﹤0.01% | 975 |
|
2022
Q4 | $692K | Sell |
3,599
-107
| -3% | -$20.6K | ﹤0.01% | 805 |
|
2022
Q3 | $698K | Sell |
3,706
-185
| -5% | -$34.8K | 0.01% | 597 |
|
2022
Q2 | $748K | Buy |
+3,891
| New | +$748K | 0.01% | 620 |
|
2022
Q1 | – | Sell |
-3,445
| Closed | -$1.05M | – | 1053 |
|
2021
Q4 | $1.05M | Buy |
+3,445
| New | +$1.05M | 0.02% | 433 |
|