LWAM
Legacy Wealth Asset Management’s Nice NICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
2,728
+101
| +4% | +$17.1K | 0.12% | 263 |
|
|
2025
Q1 | $405K | Buy |
2,627
+83
| +3% | +$12.8K | 0.11% | 262 |
|
|
2024
Q4 | $432K | Buy |
2,544
+14
| +0.6% | +$2.38K | 0.12% | 257 |
|
|
2024
Q3 | $439K | Buy |
2,530
+108
| +4% | +$18.8K | 0.12% | 262 |
|
|
2024
Q2 | $417K | Buy |
2,422
+143
| +6% | +$24.6K | 0.12% | 262 |
|
|
2024
Q1 | $594K | Buy |
2,279
+7
| +0.3% | +$1.82K | 0.17% | 196 |
|
|
2023
Q4 | $453K | Sell |
2,272
-160
| -7% | -$31.9K | 0.15% | 237 |
|
|
2023
Q3 | $413K | Buy |
2,432
+72
| +3% | +$12.2K | 0.15% | 237 |
|
|
2023
Q2 | $487K | Buy |
2,360
+21
| +0.9% | +$4.34K | 0.17% | 204 |
|
|
2023
Q1 | $535K | Sell |
2,339
-61
| -3% | -$14K | 0.19% | 179 |
|
|
2022
Q4 | $462K | Buy |
2,400
+99
| +4% | +$19K | 0.18% | 199 |
|
|
2022
Q3 | $433K | Buy |
+2,301
| New | +$433K | 0.19% | 187 |
|