Creative Planning’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
9,644
+2,577
| +36% | +$435K | ﹤0.01% | 1475 |
|
|
2025
Q1 | $1.09M | Sell |
7,067
-691
| -9% | -$107K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $1.32M | Buy |
7,758
+150
| +2% | +$25.5K | ﹤0.01% | 1435 |
|
|
2024
Q3 | $1.32M | Buy |
7,608
+217
| +3% | +$37.7K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $1.27M | Buy |
7,391
+666
| +10% | +$115K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $1.75M | Buy |
6,725
+1,013
| +18% | +$264K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $1.14M | Sell |
5,712
-198
| -3% | -$39.5K | ﹤0.01% | 1163 |
|
|
2023
Q3 | $1M | Buy |
5,910
+405
| +7% | +$68.9K | ﹤0.01% | 1153 |
|
|
2023
Q2 | $1.14M | Buy |
5,505
+6
| +0.1% | +$1.24K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $1.26M | Buy |
5,499
+604
| +12% | +$138K | ﹤0.01% | 962 |
|
|
2022
Q4 | $941K | Buy |
4,895
+739
| +18% | +$142K | ﹤0.01% | 1059 |
|
|
2022
Q3 | $782K | Buy |
4,156
+756
| +22% | +$142K | ﹤0.01% | 1068 |
|
|
2022
Q2 | $654K | Buy |
3,400
+288
| +9% | +$55.4K | ﹤0.01% | 1163 |
|
|
2022
Q1 | $681K | Sell |
3,112
-240
| -7% | -$52.5K | ﹤0.01% | 1170 |
|
|
2021
Q4 | $1.02M | Buy |
3,352
+652
| +24% | +$198K | ﹤0.01% | 953 |
|
|
2021
Q3 | $767K | Buy |
2,700
+419
| +18% | +$119K | ﹤0.01% | 1075 |
|
|
2021
Q2 | $564K | Sell |
2,281
-1,208
| -35% | -$299K | ﹤0.01% | 1206 |
|
|
2021
Q1 | $760K | Sell |
3,489
-867
| -20% | -$189K | ﹤0.01% | 1171 |
|
|
2020
Q4 | $1.24M | Sell |
4,356
-138
| -3% | -$39.1K | ﹤0.01% | 848 |
|
|
2020
Q3 | $1.02M | Buy |
4,494
+475
| +12% | +$108K | ﹤0.01% | 788 |
|
|
2020
Q2 | $761K | Sell |
4,019
-284
| -7% | -$53.8K | ﹤0.01% | 836 |
|
|
2020
Q1 | $618K | Buy |
4,303
+396
| +10% | +$56.9K | ﹤0.01% | 838 |
|
|
2019
Q4 | $606K | Sell |
3,907
-338
| -8% | -$52.4K | ﹤0.01% | 1000 |
|
|
2019
Q3 | $610K | Buy |
4,245
+440
| +12% | +$63.2K | ﹤0.01% | 960 |
|
|
2019
Q2 | $521K | Buy |
3,805
+47
| +1% | +$6.44K | ﹤0.01% | 1048 |
|
|
2019
Q1 | $460K | Sell |
3,758
-480
| -11% | -$58.8K | ﹤0.01% | 1076 |
|
|
2018
Q4 | $459K | Buy |
4,238
+2,040
| +93% | +$221K | ﹤0.01% | 1002 |
|
|
2018
Q3 | $252K | Buy |
2,198
+12
| +0.5% | +$1.38K | ﹤0.01% | 1511 |
|
|
2018
Q2 | $227K | Hold |
2,186
| – | – | ﹤0.01% | 1541 |
|
|
2018
Q1 | $205K | Buy |
+2,186
| New | +$205K | ﹤0.01% | 1585 |
|
|
2017
Q3 | – | Sell |
-2,543
| Closed | -$200K | – | 2986 |
|
|
2017
Q2 | $200K | Sell |
2,543
-519
| -17% | -$40.8K | ﹤0.01% | 1508 |
|
|
2017
Q1 | $208K | Sell |
3,062
-68
| -2% | -$4.62K | ﹤0.01% | 1454 |
|
|
2016
Q4 | $215K | Buy |
3,130
+708
| +29% | +$48.6K | ﹤0.01% | 1372 |
|
|
2016
Q3 | $162K | Buy |
2,422
+601
| +33% | +$40.2K | ﹤0.01% | 1521 |
|
|
2016
Q2 | $116K | Sell |
1,821
-115
| -6% | -$7.33K | ﹤0.01% | 1566 |
|
|
2016
Q1 | $125K | Buy |
1,936
+216
| +13% | +$13.9K | ﹤0.01% | 1491 |
|
|
2015
Q4 | $99K | Buy |
1,720
+441
| +34% | +$25.4K | ﹤0.01% | 1620 |
|
|
2015
Q3 | $72K | Buy |
+1,279
| New | +$72K | ﹤0.01% | 1782 |
|
|
2015
Q2 | – | Sell |
-1,451
| Closed | -$88K | – | 2240 |
|
|
2015
Q1 | $88K | Buy |
1,451
+334
| +30% | +$20.3K | ﹤0.01% | 1630 |
|
|
2014
Q4 | $57K | Buy |
1,117
+251
| +29% | +$12.8K | ﹤0.01% | 1900 |
|
|
2014
Q3 | $35K | Sell |
866
-15
| -2% | -$606 | ﹤0.01% | 2144 |
|
|
2014
Q2 | $36K | Buy |
881
+17
| +2% | +$695 | ﹤0.01% | 2080 |
|
|
2014
Q1 | $39K | Buy |
864
+1
| +0.1% | +$45 | ﹤0.01% | 1952 |
|
|
2013
Q4 | $35K | Buy |
863
+1
| +0.1% | +$41 | ﹤0.01% | 1833 |
|
|
2013
Q3 | $36K | Buy |
862
+1
| +0.1% | +$42 | ﹤0.01% | 1721 |
|
|
2013
Q2 | $32K | Buy |
+861
| New | +$32K | ﹤0.01% | 1644 |
|