Laird Norton Wetherby Wealth Management’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Sell |
2,309
-372
| -14% | -$55.8K | 0.01% | 715 |
|
|
2025
Q2 | $453K | Buy |
+2,681
| New | +$432K | 0.02% | 595 |
|
|
2024
Q4 | $486K | Sell |
2,862
-178
| -6% | -$31.7K | 0.02% | 541 |
|
|
2024
Q3 | $528K | Sell |
3,040
-204
| -6% | -$35K | 0.02% | 541 |
|
|
2024
Q2 | $558K | Sell |
3,244
-406
| -11% | -$83.5K | 0.03% | 510 |
|
|
2024
Q1 | $951K | Sell |
3,650
-2
| -0.1% | -$454 | 0.05% | 371 |
|
|
2023
Q4 | $729K | Buy |
3,652
+354
| +11% | +$63.7K | 0.04% | 425 |
|
|
2023
Q3 | $561K | Sell |
3,298
-318
| -9% | -$63.3K | 0.03% | 482 |
|
|
2023
Q2 | $747K | Sell |
3,616
-310
| -8% | -$63.9K | 0.04% | 414 |
|
|
2023
Q1 | $899K | Buy |
3,926
+37
| +1% | +$7.77K | 0.05% | 360 |
|
|
2022
Q4 | $748K | Buy |
3,889
+260
| +7% | +$50.1K | 0.05% | 390 |
|
|
2022
Q3 | $683K | Buy |
3,629
+371
| +11% | +$77.5K | 0.05% | 386 |
|
|
2022
Q2 | $627K | Sell |
3,258
-259
| -7% | -$52.4K | 0.04% | 422 |
|
|
2022
Q1 | $771K | Sell |
3,517
-187
| -5% | -$45.3K | 0.04% | 380 |
|
|
2021
Q4 | $1.12M | Buy |
3,704
+76
| +2% | +$21.9K | 0.06% | 293 |
|
|
2021
Q3 | $1.03M | Buy |
3,628
+15
| +0.4% | +$4.16K | 0.06% | 293 |
|
|
2021
Q2 | $894K | Buy |
3,613
+147
| +4% | +$33.9K | 0.05% | 334 |
|
|
2021
Q1 | $755K | Sell |
3,466
-124
| -3% | -$31K | 0.06% | 328 |
|
|
2020
Q4 | $1.02M | Buy |
3,590
+64
| +2% | +$15.6K | 0.07% | 267 |
|
|
2020
Q3 | $801K | Buy |
3,526
+41
| +1% | +$8.72K | 0.07% | 270 |
|
|
2020
Q2 | $659K | Buy |
3,485
+263
| +8% | +$46.1K | 0.06% | 299 |
|
|
2020
Q1 | $463K | Buy |
3,222
+578
| +22% | +$93.3K | 0.05% | 338 |
|
|
2019
Q4 | $410K | Buy |
2,644
+83
| +3% | +$12.7K | 0.04% | 451 |
|
|
2019
Q3 | $368K | Sell |
2,561
-6
| -0.2% | -$896 | 0.04% | 486 |
|
|
2019
Q2 | $352K | Buy |
2,567
+150
| +6% | +$20.2K | 0.04% | 484 |
|
|
2019
Q1 | $296K | Sell |
2,417
-261
| -10% | -$29.4K | 0.04% | 521 |
|
|
2018
Q4 | $290K | Sell |
2,678
-14
| -0.5% | -$1.53K | 0.04% | 477 |
|
|
2018
Q3 | $309K | Sell |
2,692
-26
| -1% | -$2.91K | 0.04% | 493 |
|
|
2018
Q2 | $282K | Buy |
2,718
+61
| +2% | +$6.18K | 0.04% | 495 |
|
|
2018
Q1 | $249K | Hold |
2,657
| – | – | 0.03% | 532 |
|
|
2017
Q4 | $244K | Sell |
2,657
-28
| -1% | -$2.38K | 0.03% | 522 |
|
|
2017
Q3 | $218K | Buy |
2,685
+61
| +2% | +$4.74K | 0.03% | 539 |
|
|
2017
Q2 | $207K | Buy |
+2,624
| New | +$194K | 0.04% | 519 |
|
Other funds holding NICE
HL
MMH
MIFH
CI
BCIM
