Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$739K Buy
6,699
+3,729
+126% +$426K ﹤0.01% 1134
2025
Q4
$336K Buy
2,970
+1,312
+79% +$158K ﹤0.01% 1495
2025
Q3
$240K Buy
+1,658
New +$249K ﹤0.01% 1615
2023
Q4
Sell
-1,220
Closed -$207K 976
2023
Q3
$207K Sell
1,220
-85
-7% -$16.9K ﹤0.01% 829
2023
Q2
$269K Sell
1,305
-1,099
-46% -$227K 0.01% 715
2023
Q1
$550K Buy
2,404
+45
+2% +$9.45K 0.01% 540
2022
Q4
$454K Sell
2,359
-922
-28% -$178K 0.01% 542
2022
Q3
$618K Buy
+3,281
New +$685K 0.02% 485

Other funds holding NICE