Creative Planning’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $941K | Buy |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $654K | Buy |
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|
2022
Q1 | $681K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $767K | Buy |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $760K | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $618K | Buy |
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|
2019
Q4 | $606K | Sell |
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|
2019
Q3 | $610K | Buy |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $459K | Buy |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $215K | Buy |
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|
2016
Q3 | $162K | Buy |
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|
2016
Q2 | $116K | Sell |
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|
2016
Q1 | $125K | Buy |
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|
2015
Q4 | $99K | Buy |
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|
2015
Q3 | $72K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $88K | Buy |
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|
2014
Q4 | $57K | Buy |
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|
2014
Q3 | $35K | Sell |
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|
2014
Q2 | $36K | Buy |
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|
2014
Q1 | $39K | Buy |
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|
2013
Q4 | $35K | Buy |
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|
2013
Q3 | $36K | Buy |
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|
2013
Q2 | $32K | Buy |
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