McGlone Suttner Wealth Management’s Nicolet Bankshares NIC Stock Holding History

McGlone Suttner Wealth Management’s Portfolio NIC Stock Details NIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$505K	Buy
2025 Q1	$445K	Buy
2024 Q4	$428K	Buy
2024 Q3	$389K	Buy
2024 Q2	$325K	Sell
2024 Q1	$393K	Buy
2023 Q4	$325K	Buy
2023 Q3	$282K	Buy
2023 Q2	$273K	Sell
2023 Q1	$267K	Buy
2022 Q4	$328K	Buy