IAG Wealth Partners’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
Q3
$137K Hold
2025
Q2
$126K Buy
2024
Q3
Sell
2024
Q2
$5.56K Sell
2024
Q1
$11.5K Sell
2023
Q4
$10.9K Hold
2023
Q3
$9.42K Buy
2021
Q1
Sell
2020
Q4
$14K Hold
2020
Q3
$11K Hold
2020
Q2
$11K Hold
2020
Q1
$11K Hold
2019
Q4
$15K Buy