Geneos 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 | $26.4K | Buy |
156
+16
| +11% | +$2.7K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $50.4K | Buy |
140
+66
| +89% | +$23.8K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $12.6K | Hold |
74
| – | – | ﹤0.01% | 1956 |
|
|
2024
Q3 | $12.9K | Buy |
74
+35
| +90% | +$6.08K | ﹤0.01% | 1731 |
|
|
2024
Q2 | $6.71K | Sell |
39
-4
| -9% | -$688 | ﹤0.01% | 1649 |
|
|
2024
Q1 | $11.2K | Buy |
43
+4
| +10% | +$1.04K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $7.78K | Buy |
39
+2
| +5% | +$399 | ﹤0.01% | 1610 |
|
|
2023
Q3 | $6.29K | Hold |
37
| – | – | ﹤0.01% | 1678 |
|
|
2023
Q2 | $7.64K | Hold |
37
| – | – | ﹤0.01% | 1644 |
|
|
2023
Q1 | $8.47K | Hold |
37
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q4 | $7.12K | Hold |
37
| – | – | ﹤0.01% | 1623 |
|
|
2022
Q3 | $6K | Sell |
37
-15
| -29% | -$2.43K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $10K | Sell |
52
-75
| -59% | -$14.4K | ﹤0.01% | 1947 |
|
|
2022
Q1 | $27K | Hold |
127
| – | – | ﹤0.01% | 1658 |
|
|
2021
Q4 | $38K | Hold |
127
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q3 | $35K | Hold |
127
| – | – | ﹤0.01% | 1661 |
|
|
2021
Q2 | $32K | Sell |
127
-69
| -35% | -$17.4K | ﹤0.01% | 1684 |
|
|
2021
Q1 | $47K | Hold |
196
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q4 | $28K | Buy |
196
+69
| +54% | +$9.86K | ﹤0.01% | 1730 |
|
|
2020
Q3 | $28K | Hold |
127
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q2 | $24K | Sell |
127
-20
| -14% | -$3.78K | ﹤0.01% | 1544 |
|
|
2020
Q1 | $22K | Buy |
147
+140
| +2,000% | +$21K | ﹤0.01% | 1474 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2489 |
|