Destination Wealth Management’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,781
| Closed | -$275K | – | 254 |
|
|
2025
Q1 | $275K | Hold |
1,781
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $302K | Hold |
1,781
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $309K | Buy |
+1,781
| New | +$309K | 0.01% | 191 |
|
|
2019
Q3 | – | Sell |
-93
| Closed | -$13K | – | 375 |
|
|
2019
Q2 | $13K | Hold |
93
| – | – | ﹤0.01% | 417 |
|
|
2019
Q1 | $11K | Buy |
+93
| New | +$11K | ﹤0.01% | 456 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$2K | – | 651 |
|
|
2018
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 587 |
|
|
2018
Q2 | – | Sell |
-381
| Closed | -$36K | – | 604 |
|
|
2018
Q1 | $36K | Buy |
+381
| New | +$36K | ﹤0.01% | 289 |
|