Mercer Global Advisors’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
7,764
+3
| +0% | +$370 | ﹤0.01% | 1215 |
|
|
2025
Q1 | $846K | Buy |
7,761
+39
| +0.5% | +$4.25K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $810K | Buy |
+7,722
| New | +$810K | ﹤0.01% | 1203 |
|
|
2024
Q1 | – | Sell |
-7,722
| Closed | -$621K | – | 2105 |
|
|
2023
Q4 | $621K | Hold |
7,722
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q3 | $539K | Buy |
+7,722
| New | +$539K | ﹤0.01% | 1214 |
|
|
2023
Q1 | – | Sell |
-7,735
| Closed | -$617K | – | 2012 |
|
|
2022
Q4 | $617K | Hold |
7,735
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q3 | $545K | Buy |
7,735
+13
| +0.2% | +$916 | ﹤0.01% | 1093 |
|
|
2022
Q2 | $559K | Hold |
7,722
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q1 | $723K | Buy |
+7,722
| New | +$723K | ﹤0.01% | 1041 |
|
|
2021
Q4 | – | Sell |
-7,722
| Closed | -$573K | – | 1830 |
|
|
2021
Q3 | $573K | Buy |
+7,722
| New | +$573K | ﹤0.01% | 1105 |
|