Envestnet Asset Management’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
6,259
+493
| +9% | +$60.9K | ﹤0.01% | 3415 |
|
|
2025
Q1 | $628K | Sell |
5,766
-49
| -0.8% | -$5.34K | ﹤0.01% | 3483 |
|
|
2024
Q4 | $610K | Buy |
5,815
+157
| +3% | +$16.5K | ﹤0.01% | 3469 |
|
|
2024
Q3 | $541K | Buy |
5,658
+42
| +0.7% | +$4.02K | ﹤0.01% | 3505 |
|
|
2024
Q2 | $466K | Sell |
5,616
-435
| -7% | -$36.1K | ﹤0.01% | 3500 |
|
|
2024
Q1 | $520K | Buy |
6,051
+273
| +5% | +$23.5K | ﹤0.01% | 3406 |
|
|
2023
Q4 | $465K | Buy |
5,778
+397
| +7% | +$32K | ﹤0.01% | 3371 |
|
|
2023
Q3 | $375K | Buy |
+5,381
| New | +$375K | ﹤0.01% | 3401 |
|
|
2022
Q2 | – | Sell |
-2,342
| Closed | -$219K | – | 4012 |
|
|
2022
Q1 | $219K | Sell |
2,342
-401
| -15% | -$37.5K | ﹤0.01% | 3638 |
|
|
2021
Q4 | $235K | Buy |
+2,743
| New | +$235K | ﹤0.01% | 3568 |
|