Foundations Investment Advisors’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $275K | Buy |
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