Creative Planning’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 | $2.51M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $972K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $218K | Buy |
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