Foundations Investment Advisors’s Nicolet Bankshares NIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
3,000
| – | – | 0.01% | 675 |
|
|
2025
Q1 | $327K | Hold |
3,000
| – | – | 0.01% | 687 |
|
|
2024
Q4 | $315K | Hold |
3,000
| – | – | 0.01% | 650 |
|
|
2024
Q3 | $287K | Hold |
3,000
| – | – | 0.01% | 646 |
|
|
2024
Q2 | $249K | Hold |
3,000
| – | – | 0.01% | 655 |
|
|
2024
Q1 | $258K | Hold |
3,000
| – | – | 0.01% | 617 |
|
|
2023
Q4 | $235K | Hold |
3,000
| – | – | 0.01% | 607 |
|
|
2023
Q3 | $209K | Hold |
3,000
| – | – | 0.01% | 607 |
|
|
2023
Q2 | $204K | Buy |
+3,000
| New | +$204K | 0.01% | 545 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$239K | – | 532 |
|
|
2022
Q4 | $239K | Hold |
3,000
| – | – | 0.01% | 383 |
|
|
2022
Q3 | $211K | Hold |
3,000
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $219K | Hold |
3,000
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $275K | Buy |
+3,000
| New | +$275K | 0.01% | 289 |
|