NEWAS
N.E.W. Advisory Services’s Nicolet Bankshares NIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
38,337
-1,111
| -3% | -$137K | 0.46% | 30 |
|
|
2025
Q1 | $4.3M | Sell |
39,448
-547
| -1% | -$59.6K | 0.33% | 48 |
|
|
2024
Q4 | $4.2M | Sell |
39,995
-1,049
| -3% | -$110K | 0.4% | 44 |
|
|
2024
Q3 | $3.93M | Sell |
41,044
-13,403
| -25% | -$1.28M | 0.39% | 41 |
|
|
2024
Q2 | $4.52M | Sell |
54,447
-1,709
| -3% | -$142K | 0.49% | 35 |
|
|
2024
Q1 | $4.83M | Sell |
56,156
-17,395
| -24% | -$1.5M | 0.54% | 31 |
|
|
2023
Q4 | $5.92M | Sell |
73,551
-3,262
| -4% | -$263K | 0.72% | 25 |
|
|
2023
Q3 | $5.36M | Sell |
76,813
-6,769
| -8% | -$472K | 0.76% | 26 |
|
|
2023
Q2 | $5.68M | Sell |
83,582
-35
| -0% | -$2.38K | 0.79% | 24 |
|
|
2023
Q1 | $5.27M | Buy |
83,617
+15,764
| +23% | +$994K | 0.77% | 24 |
|
|
2022
Q4 | $5.41M | Buy |
67,853
+36,381
| +116% | +$2.9M | 0.85% | 24 |
|
|
2022
Q3 | $2.22M | Buy |
31,472
+1,164
| +4% | +$82K | 0.4% | 35 |
|
|
2022
Q2 | $2.19M | Buy |
30,308
+17,731
| +141% | +$1.28M | 0.38% | 34 |
|
|
2022
Q1 | $1.05M | Sell |
12,577
-12,481
| -50% | -$1.04M | 0.2% | 52 |
|
|
2021
Q4 | $2.15M | Buy |
25,058
+7,727
| +45% | +$663K | 0.32% | 35 |
|
|
2021
Q3 | $1.29M | Sell |
17,331
-265
| -2% | -$19.7K | 0.21% | 47 |
|
|
2021
Q2 | $1.24M | Buy |
17,596
+5,019
| +40% | +$353K | 0.21% | 50 |
|
|
2021
Q1 | $1.07M | Buy |
12,577
+21
| +0.2% | +$1.78K | 0.2% | 53 |
|
|
2020
Q4 | $833K | Sell |
12,556
-391
| -3% | -$25.9K | 0.18% | 61 |
|
|
2020
Q3 | $707K | Buy |
12,947
+698
| +6% | +$38.1K | 0.2% | 50 |
|
|
2020
Q2 | $671K | Buy |
+12,249
| New | +$671K | 0.21% | 47 |
|
|
2019
Q4 | $661K | Buy |
+8,940
| New | +$661K | 0.21% | 48 |
|