Nicolet Advisory Services’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $671K | Sell |
6,424
-9
| -0.1% | -$940 | 0.06% | 175 |
|
2025
Q1 | $648K | Buy |
6,433
+345
| +6% | +$34.8K | 0.06% | 166 |
|
2024
Q4 | $678K | Buy |
6,088
+603
| +11% | +$67.2K | 0.06% | 160 |
|
2024
Q3 | $551K | Buy |
5,485
+331
| +6% | +$33.2K | 0.05% | 187 |
|
2024
Q2 | $514K | Buy |
5,154
+1,291
| +33% | +$129K | 0.05% | 189 |
|
2024
Q1 | $349K | Buy |
3,863
+1,164
| +43% | +$105K | 0.04% | 242 |
|
2023
Q4 | $214K | Buy |
+2,699
| New | +$214K | 0.02% | 301 |
|