MSWM
McGlone Suttner Wealth Management’s Nicolet Bankshares NIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
4,093
+8
| +0.2% | +$988 | 0.08% | 116 |
|
|
2025
Q1 | $445K | Buy |
4,085
+7
| +0.2% | +$763 | 0.07% | 125 |
|
|
2024
Q4 | $428K | Buy |
4,078
+7
| +0.2% | +$734 | 0.07% | 115 |
|
|
2024
Q3 | $389K | Buy |
4,071
+27
| +0.7% | +$2.58K | 0.08% | 118 |
|
|
2024
Q2 | $325K | Sell |
4,044
-527
| -12% | -$42.4K | 0.07% | 114 |
|
|
2024
Q1 | $393K | Buy |
4,571
+527
| +13% | +$45.3K | 0.07% | 112 |
|
|
2023
Q4 | $325K | Buy |
4,044
+10
| +0.2% | +$805 | 0.06% | 114 |
|
|
2023
Q3 | $282K | Buy |
4,034
+8
| +0.2% | +$558 | 0.07% | 109 |
|
|
2023
Q2 | $273K | Sell |
4,026
-201
| -5% | -$13.7K | 0.06% | 116 |
|
|
2023
Q1 | $267K | Buy |
4,227
+117
| +3% | +$7.38K | 0.07% | 116 |
|
|
2022
Q4 | $328K | Buy |
+4,110
| New | +$328K | 0.1% | 93 |
|