GeoWealth 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	$370	Hold	3	–	–	﹤0.01%	1183
2025 Q1	$327	Sell	3 -13	-81%	-$1.42K	﹤0.01%	1046
2024 Q4	$1.68K	Buy	16 +6	+60%	+$630	﹤0.01%	1661
2024 Q3	$957	Buy	+10	New	+$957	﹤0.01%	1595