Johnson Financial Group Inc (Wisconsin)’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,500
| Closed | -$143K | – | 943 |
|
2024
Q3 | $143K | Buy |
1,500
+800
| +114% | +$76.5K | 0.01% | 397 |
|
2024
Q2 | $58.1K | Sell |
700
-5,215
| -88% | -$433K | ﹤0.01% | 439 |
|
2024
Q1 | $509K | Hold |
5,915
| – | – | 0.03% | 187 |
|
2023
Q4 | $476K | Buy |
5,915
+5,215
| +745% | +$420K | 0.03% | 188 |
|
2023
Q3 | $48.8K | Sell |
700
-10,464
| -94% | -$730K | ﹤0.01% | 404 |
|
2023
Q2 | $758K | Sell |
11,164
-15,423
| -58% | -$1.05M | 0.05% | 147 |
|
2023
Q1 | $1.68M | Hold |
26,587
| – | – | 0.12% | 77 |
|
2022
Q4 | $2.12M | Sell |
26,587
-2,000
| -7% | -$160K | 0.17% | 59 |
|
2022
Q3 | $2.18M | Sell |
28,587
-5,116
| -15% | -$390K | 0.2% | 58 |
|
2022
Q2 | $2.44M | Hold |
33,703
| – | – | 0.17% | 57 |
|
2022
Q1 | $3.15M | Sell |
33,703
-2,000
| -6% | -$187K | 0.22% | 49 |
|
2021
Q4 | $3.06M | Buy |
35,703
+1,983
| +6% | +$170K | 0.19% | 56 |
|
2021
Q3 | $2.5M | Hold |
33,720
| – | – | 0.17% | 60 |
|
2021
Q2 | $2.37M | Sell |
33,720
-1,693
| -5% | -$119K | 0.16% | 66 |
|
2021
Q1 | $2.96M | Buy |
+35,413
| New | +$2.96M | 0.2% | 54 |
|